Financial Adviser · SYDNEY, NSW

David Barton

16 Years experience

Tax advice
authorised

Currently at

Aware Financial Services Australia Limited

Sydney, NSW

View firm profile

ASIC Registered · ADV 001004497

David Barton is a financial adviser based in Sydney, New South Wales, with 16 years of experience in the financial services industry. David is currently authorised under Aware Financial Services Australia 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 Diploma of Financial Markets from Securities Institute. David is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Authorised to provide tax financial advice services

Qualifications and Training

1999

Diploma of Financial Markets

Securities Institute

2011

Diploma of Financial Services (Financial Planning)

Kaplan

2024

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

2025

FPC001B Economic and Legal context for Financial Planning

Regulation & Legal Obligations - Kaplan Professional

2025

FPC006 Taxation for Financial Planning

Kaplan Professional

Registration History

Aware Financial Services Australia Limited

Dec 2019 - Present Current

Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Aware Financial Services Australia Limited

Jul 2009 - Nov 2019 Ceased

Source: ASIC Financial Advisers Register