Data sourced from ASIC Financial Advisers Register
Financial Adviser · BELLERIVE, TAS

Duncan John Hurd

25 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000302805

Duncan John Hurd is a financial adviser based in Bellerive, Tasmania, with 25 years of experience in the financial services industry. Duncan is currently authorised under Akumin Financial Planning Pty Limited. Duncan 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 Financial Planning Association of Australia (FPA).

Authorised to Advise On

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

2003
Diploma of Financial Advising
Finsia
2008
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2012
Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy Pty Ltd

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
Jan 2023 - Nov 2023 Ceased
This authorised representative is only authorised to give class of product advice in relation to Securities.
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
Jul 2006 - Dec 2019 Ceased
Not authorised to provide personal advice on Standard Margin Lending, SMSF, Securities

Source: ASIC Financial Advisers Register