Data sourced from ASIC Financial Advisers Register
Financial Adviser · NORTH SYDNEY, NSW

David Pritchard

22 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000280892

David Pritchard is a financial adviser based in North sydney, New South Wales, with 22 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 Advanced Diploma of Financial Services (Financial Planning) from AMP Limited.

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

2004
Diploma of Financial Services (Financial Planning)
AMP Limited
2006
Advanced Diploma of Financial Services (Financial Planning)
AMP Limited
2010
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Oct 2004 - 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