Financial Adviser · ALBURY, NSW

David Patterson

ALBURY, NSW

12 Years experience

Tax advice
authorised

ASIC Registered · ADV 001006181

Currently at

Akumin Financial Planning

Sydney, NSW (firm address)

View firm profile

David Patterson is a financial adviser based in Albury, New South Wales, with 12 years of experience in the financial services industry since 2014. David is currently authorised under Akumin Financial Planning. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David's qualifications include a Bachelor of Commerce (Accounting) from Monash University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives

Authorised to provide tax financial advice services

Qualifications and Training

2007

Bachelor of Commerce (Accounting)

Monash University

2010

Margin Lending

DeakinPrime

2013

Graduate Diploma of Applied Finance

Kaplan Higher Education Pty Limited

2023

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2025

SMSF Specialist Advisor Program

SMSF Association

Registration History

Akumin Financial Planning Pty Limited

Jun 2026 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives

Lifewealth Pty Ltd

Dec 2023 - Apr 2026 Ceased

Excludes SMSFs and margin lending advice

Morgan Stanley Wealth Management Australia Pty Ltd

Feb 2014 - Aug 2015 Ceased

Derivatives: Authorised to provide personal financial product advice to retail clients as a Level 2 ASIC Accredited Derivatives Adviser for Exchanged Traded Options.

Source: ASIC Financial Advisers Register