Data sourced from ASIC Financial Advisers Register
Financial Adviser · GEELONG, VIC

David John Clark

23 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000249747

David John Clark is a financial adviser based in Geelong, Victoria, with 23 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 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

2002
Bachelor of Commerce
Deakin University
2015
Self Managed Superannuation Funds
Mentor Education Pty Ltd
2022
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2022
MAI769 Ethics for Financial Services
Ethics - Deakin University

Registration History

Akumin Financial Planning Pty Limited
Apr 2025 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Charter Financial Planning Limited
Jan 2004 - Present Current
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