Financial Adviser · BUSSELTON, WA

David Jonathan Fleming

28 Years experience
Tax advice
authorised
ASIC Registered · ADV 001004745

David Jonathan Fleming is a financial adviser based in Busselton, Western Australia, with 28 years of experience in the financial services industry. David is currently authorised under Capstone Financial Planning Pty Ltd. 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. David is a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).

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

1989
Bachelor of Business (Accounting)
Edith Cowan University
2000
Certified Financial Planner
Financial Planning Association of Australia
2005
Self Manages Superannuation Funds
Tribeca

Registration History

Nov 2019 - Present Current
Feb 2004 - Jun 2019 Ceased

Source: ASIC Financial Advisers Register