Financial Adviser
· NORTH SYDNEY, NSW
David John Lenarduzzi
No disciplinary history on record with ASIC
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000267024
David John Lenarduzzi is a financial adviser based in North Sydney, New South Wales, with 29 years of experience in the financial services industry. David is currently authorised under Executive Wealth Solutions 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. David is a member of Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2000
Diploma of Financial Planning
Financial Planning Association and Deakin University
2000
Justice of the Peace
Attorney Generals Dept NSW
2001
Certified Financial Planner
Financial Planning Association
2002
Diploma in Financial Markets
FINSIA
2023
Graduate Diploma of Financial Planning
Kaplan
Registration History
Source: ASIC Financial Advisers Register