DAVID LIVSHIZ

FINANCIAL ADVISER

I started my professional career as a risk analyst for GE Money. I then spent an extensive period of time working on domestic and international equity settlements for a number of broking and investment houses such as Citi Smith Barney and Alliance Bernstein.

I also have experience with administering employee share plans, share registries and managing Corporate Actions for super funds.

I have now settled on a career in Financial Planning and I’m an enthusiastic member of the Create & Protect team.

I completed my undergraduate studies at Monash University, majoring in Mathematical Statistics with minors in Applied Mathematics and Micro Economics. I also hold a Masters in Education from Melbourne University and more recently a Graduate Certificate in Financial Planning with Kaplan Professional.

Want to learn more about education funding, risk management and insurance, self-managed super fund, and more?