Financial Adviser · NORTH SYDNEY , NSW

David Warren Hall

13 Years experience
Tax advice
authorised
ASIC Registered · ADV 000424878

David Warren Hall is a financial adviser based in North sydney , New South Wales, with 13 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 Bachelor of Commerce from University of Newcastle.

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

2005
Bachelor of Commerce
University of Newcastle
2008
Diploma of Financial Services
Kaplan Higher Education Pty Limited
2009
Advanced Diploma of Financial Services
Kaplan Higher Education Pty Limited
2012
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2013
Margin Lending
Kaplan Higher Education Pty Limited
2014
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2015
ASX Listed Product Accreditation Course (LPAC)
LPAC Online
2017
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Jul 2012 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Jan 2010 - Jan 2012 Ceased

Source: ASIC Financial Advisers Register