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David W. Breen

David W. Breen

Equities Adviser

Followers of David W. Breen279 followers
location of David W. BreenMelbourne, Victoria, Australia

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  • Timeline

  • About me

    Associate Director

  • Education

    • FINSIA

      2008 -
      Diploma of Financial Services (Financial Planning)

    • Finsia

      2009 - 2009
      ADA2 Derivatives level 2

      Activities and Societies: Exchange traded options (ETO's) Warrants (trading and investment) LEPO's

    • Kaplan Professional

      2009 -
      ADA2

    • Western Sydney University

      -
      Graduate Diploma Stockbroking and Financial Advising

    • Kaplan Professional

      2008 -
      ADA1

  • Experience

    • Tricom Securities

      Jun 2005 - Jun 2008
      Equities Adviser

    • Tolhurst Noall

      Aug 2008 - Mar 2009
      Client Adviser

    • Patersons Securities

      Mar 2009 - Sept 2019
      Stockbroker

      StockbrokingDerivative tradingCorporate financeAssett managementFinancial planning.

    • Canaccord Genuity Australia

      Oct 2019 - now
      Associate Director, Wealth Management

  • Licenses & Certifications

    • Financial Advisor Exam

      FASEA Standards Authority
      Sept 2019

    • ASIC PS146 Compliance (Securities and Managed Investments)

      Securities and Derivatives Industry Association
      Jan 2005

    • Margin Lending

      Stockbrokers Association of Australia