Data sourced from ASIC Financial Advisers Register
Financial Adviser · NORWEST, NSW

David Geoffrey French

27 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000249285

David Geoffrey French is a financial adviser based in Norwest, New South Wales, with 27 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

1997
Diploma of Superannuation Management
Association of Superannuation Funds of Australia Ltd (ASFA)
2002
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2004
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2011
Certificate IV Financial Services (Finance/Mortgage Broking)
Institute of Financial Services Inc
2012
Diploma of Finance and Mortgage Broking Management
Institute of Strategic Management
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2025
Commercial Law
Kaplan Higher Education Pty Limited
2025
Tax for Financial Advising
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Jan 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