Financial Adviser · EAST PERTH, WA

David James Somerville

17 Years experience
ASIC Registered · ADV 001250492

David James Somerville is a financial adviser based in East Perth, Western Australia, with 17 years of experience in the financial services industry. David is currently authorised under Questus Capital Solutions Limited. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a Master of Business Administration from Deakin University. David is a member of CPA Australia (CPA).

Authorised to Advise On

Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Qualifications and Training

1986
Bachelor of Business
Western Australian Institute of Technology
1998
Graduate Certificate of Management to Graduate Diploma of Business Management
The Graduate School of Management
2003
Master of Business Administration
Deakin University

Registration History

Jan 2023 - Present Current
KNR INVESTMENTS PTY LTD
Dec 2016 - Dec 2019 Ceased
Provide only General Financial product advice.
Apr 2009 - Jun 2021 Ceased

Source: ASIC Financial Advisers Register