David Codey
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
David Codey is an ASIC-registered financial adviser based in Brisbane, Queensland, dedicated to helping clients achieve their financial goals with clarity and confidence. With a Bachelor of Commerce from the University of New South Wales (1980) and further studies in financial planning at KAPLAN (2014), David brings a wealth of knowledge and experience to his practice. As a member of the Australian Institute of Company Directors (AICD) and the Stockbrokers and Investment Advisers Association (SIAA), David adheres to the highest professional standards and remains committed to ongoing learning and development. He is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, and government debt securities. David provides tailored advice and solutions to meet each client's unique circumstances and objectives. Key services include: • Superannuation advice to help you grow and protect your retirement savings • Insurance solutions to safeguard your assets and loved ones • Wealth management strategies to build and preserve your wealth • Investment advice on securities and government debt securities If you are seeking expert financial guidance to help you navigate the complexities of the financial landscape and achieve your financial aspirations, contact David Codey today to schedule a consultation.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does David Codey offer?
David Codey is authorised to provide advice on a range of financial products, including superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, and government debt securities. He can help you with your overall financial planning needs.
What are David Codey's qualifications?
David holds a Bachelor of Commerce from the University of New South Wales and completed further studies in financial planning at KAPLAN. He is also a member of the Australian Institute of Company Directors (AICD) and the Stockbrokers and Investment Advisers Association (SIAA).
What can I expect during my first meeting with David Codey?
During your initial consultation, David will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then develop a tailored financial plan to help you achieve your objectives.
How does David Codey stay up-to-date with the latest financial regulations?
As a member of the Australian Institute of Company Directors (AICD) and the Stockbrokers and Investment Advisers Association (SIAA), David is committed to ongoing professional development and staying informed about the latest changes in the financial industry.
What is involved in the wealth management services provided by David Codey?
David's wealth management services encompass a comprehensive approach to building and preserving your wealth. This includes investment advice, asset allocation strategies, risk management, and ongoing monitoring of your portfolio.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.