Financial Adviser
· DEE WHY, NSW
David Lunn
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000239790
David Lunn is a financial adviser based in Dee Why, New South Wales, with 26 years of experience in the financial services industry. David is currently authorised under Fortnum Private Wealth Ltd. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Securities Institute. David is a member of SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1992
B. Eng (Elec) Hons
University of Technology, Sydney
2000
MBA (Sub Fin)
University of Technology, Sydney
2002
Graduate Diploma of Financial Planning
Securities Institute
2006
SMSF Specialist Advisor
SPAA
2020
FPC002B
Bridging Course - Ethics - Kaplan Higher Education