Financial Adviser
· SOUTHPORT, QLD
David Satwant Sidhu
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000231931
David Satwant Sidhu is a financial adviser based in Southport, Queensland, with 23 years of experience in the financial services industry. David is currently authorised under Count Financial 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 Business (Accounting) from Southern Cross University. David is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1995
Bachelor of Business (Accounting)
Southern Cross University
2000
Chartered Accountant (CA)
Chartered Accountants Australia and New Zealand (CA ANZ)
2005
SMSF Specialist Advisor
SMSF Association
2008
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2014
Diploma of Carbon Management
Swinburne University of Technology
2016
Tier 1 Margin Lending
Other - Kaplan Professional
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
AFFINIA FINANCIAL ADVISERS PTY LTD
SECURITOR FINANCIAL GROUP PTY LIMITED
Source: ASIC Financial Advisers Register