Data sourced from ASIC Financial Advisers Register
Financial Adviser · BUSSELTON, WA

David Jonathan Fleming

BUSSELTON, WA
28 Years experience
Tax advice
authorised
ASIC Registered · ADV 001004745
Practice
Promenade Wealth Management
Busselton, WA (practice address on ASIC register)
Licensed through Capstone Financial Planning
View practice

About David Jonathan Fleming

David Jonathan Fleming is a financial adviser based in Busselton, Western Australia, with 28 years of experience in the financial services industry since 1998. David works at Promenade Wealth Management, which is licensed through Capstone Financial Planning. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David's 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

Capstone Financial Planning Pty Ltd
Nov 2019 - Present Current
Westpac Banking Corporation
Feb 2004 - Jun 2019 Ceased

Source: ASIC Financial Advisers Register