Financial Adviser
· REDBANK PLAINS, QLD
David John Lutz
No disciplinary history on record with ASIC
31
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000227559
David John Lutz is a financial adviser based in Redbank Plains, Queensland, with 31 years of experience in the financial services industry. David is currently authorised under Secure Investment Planning Pty Ltd. 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 Melbourne University. 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1974
Bachelor of Business
Queensland Institute of Technology
1990
Certified Practicing Accountant
Accountants Association
1994
Certificate in Financial Markets
Kaplan University
1998
Certified Financial Planner
Melbourne University
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional