David McDowell Email & Phone Number
Financial Planner @ Invest Blue
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David McDowell Location
- Armidale, NSW, AU
David McDowell Work
- Financial Planner @ (April 2023 - Present)
- Financial Planner @ (May 2020 - April 2023)
- Financial Planner @ Count Financial (March 2014 - April 2020)
- Financial Planner @ (February 2014 - April 2020)
- Financial Planner @ (January 2012 - September 2013)
- Member Service Representative @ (May 2007 - January 2012)
David McDowell Education
- Kaplan Professional
Master of Financial Planning (Financial Planning and Services)
2018-2019 - Kaplan Professional
Graduate Diploma in Financial Planning (Financial Planning and Services)
2015-2018 - Kaplan Professional
Advanced Diploma in Financial planning (Financial Planning and Services)
2013-2014 - Kaplan Professional
Diploma in Financial Planning (Financial Planning and Services)
2012-2012 - International Institute of Technology
Financial Planning and Services
- LPAC online
Financial Planning and Services
David McDowell Skills
- Aged Care
- Asset Allocation
- Estate Planning
- Finance
- Financial Analysis
- Financial Planning
- Financial Risk
- Financial Services
- Holistic Financial Planning
- Income Protection
- Insurance
- Investment Advisory
- Investment Strategies
- Investments
- Life Insurance
- Pensions
- Planning Advice
- Portfolio Management
- Retirement
- Retirement Planning
- Retirement Savings
- Risk Management
- Securities
- Self Managed Superannuation Funds (SMSF)
- Strategic Financial Planning
- Superannuation
- Wealth
- Wealth Management
- Marketing
- Customer Service
- Financial Reporting
- Accounting
- Leadership
- Project Management
- PowerPoint
- Sales
- Social Media
- Self Managed Superannuation Funds Smsf
- Self Managed Superannuation Funds
David McDowell Summary
- David McDowell, based in Armidale, NSW, AU, is currently a Financial Planner at Invest Blue. David McDowell brings experience from previous roles at Bridges Financial Services, Count Financial, Roberts & Morrow and Sunsuper. David McDowell holds a 2018 - 2019 Master of Financial Planning in Financial Planning and Services @ Kaplan Professional. With a robust skill set that includes Aged Care, Asset Allocation, Estate Planning, Finance, Financial Analysis and more. David McDowell has 1 emails and 1 mobile phone numbers on RocketReach.
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