Financial Adviser · KEW EAST, VIC

David James Evans

22 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000249140

David James Evans is a financial adviser based in Kew East, Victoria, with 22 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 Advanced Diploma of Financial Services (Financial Planning) from AMP Financial Planning.

Authorised to Advise On

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

2004

Diploma of Financial Services (Financial Planning)

AMP Financial Services

2006

Advanced Diploma of Financial Services (Financial Planning)

AMP Financial Planning

2013

Margin Lending

Pinnacle Financial Services Academy Pty Ltd

Registration History

Akumin Financial Planning Pty 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