Data sourced from ASIC Financial Advisers Register
Financial Adviser · MONA VALE, NSW

David Mcbryde

16 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000384214

David Mcbryde is a financial adviser based in Mona Vale, New South Wales, with 16 years of experience in the financial services industry. David is currently authorised under Akumin Financial Planning Pty Limited. 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 Certified Financial Planner from Financial Planning Association of Australia (FPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives 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

1986
Bachelor of Arts with Bachelor of Laws
Macquarie University
2001
Master of Business Administration
Macquarie University
2003
Diploma of Financial Services (Financial Planning)
Integratec (Australia) Pty Ltd
2011
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2011
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2017
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Sep 2010 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register