Financial Adviser · CAPALABA, QLD

David Andrew Abbott

CAPALABA, QLD

22 Years experience

Tax advice
authorised

ASIC Registered · ADV 000281479

Currently at

Akumin Financial Planning

Sydney, NSW (firm address)

View firm profile

About David Andrew Abbott

David Andrew Abbott is a financial adviser based in Capalaba, Queensland, with 22 years of experience in the financial services industry since 2004. David is currently authorised under Akumin Financial Planning. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David's qualifications include a Bachelor of Business (Management) from University of Queensland.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities 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

2002

Bachelor of Business (Management)

University of Queensland

2004

Diploma of Financial Services (Financial Planning)

AMP Limited

2007

Advanced Diploma of Financial Services (Financial Planning)

AMP Financial Planning

2009

Self Managed Superannuation Funds

Kaplan Higher Education Pty Limited

2010

Margin Lending

Pinnacle Financial Services Academy Pty Ltd

2016

Certificate IV in Finance and Mortgage Broking

AAMC Training Group

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Mar 2015 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Akumin Financial Planning Pty Limited

Oct 2004 - Mar 2015 Ceased

MDA services are restricted to Limited Authority to Operate services. 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