Financial Adviser · BELLERIVE, TAS

David Wayne Sutton

20 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000289370

David Wayne Sutton is a financial adviser based in Bellerive, Tasmania, with 20 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 Bachelor of Commerce from University of Tasmania.

Authorised to Advise On

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

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

2004

Bachelor of Commerce

University of Tasmania

2005

Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2012

Margin Lending

Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Nov 2023 - Present Current

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

Capstone Financial Planning Pty Ltd

Dec 2019 - Nov 2023 Ceased

This authorised representative is only authorised to give class of product advice in relation to Securities.

Commonwealth Financial Planning Limited

Nov 2012 - Dec 2019 Ceased

Not authorised to provide personal advice on Securities

Financial Wisdom Limited

Jun 2005 - Dec 2019 Ceased

Not authorised to provide personal advice on Standard Margin Lending, SMSF, Securities

Source: ASIC Financial Advisers Register