David McDowell Email & Phone Number
Financial Planner @ Invest Blue
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David McDowell Location
- Armidale, NSW, AU
David McDowell Work
- 2023 - now Financial Planner @
- 2020 - 2023 Financial Planner @
- 2014 - 2020 Financial Planner @
- 2014 - 2020 Financial Planner @
- 2012 - 2013 Financial Planner @
- 2007 - 2012 Member Service Representative @
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
- Financial Planning
- Retirement Planning
- Risk Management
- Wealth
- Wealth Management
- Finance
- Investment Advisory
- Securities
- Superannuation
- Insurance
- Marketing
- Customer Service
- Holistic Financial Planning
- Financial Reporting
- Financial Risk
- Accounting
- Asset Allocation
- Life Insurance
- Financial Analysis
- Investments
- Investment Strategies
- Financial Services
- Leadership
- Income Protection
- Aged Care
- Pensions
- Retirement
- Portfolio Management
- Estate Planning
- Strategic Financial Planning
- Project Management
- PowerPoint
- Sales
- Social Media
- Retirement Savings
- Planning Advice
- 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 Financial Planning, Retirement Planning, Risk Management, Wealth, Wealth Management and more. David McDowell has 1 emails and 1 mobile phone numbers on RocketReach.
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