Financial Adviser
· OSBORNE PARK, WA
David John Lakey
No disciplinary history on record with ASIC
31
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000237240
David John Lakey is a financial adviser based in Osborne Park, Western Australia, with 31 years of experience in the financial services industry. David is currently authorised under Count Financial 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 8 Unit Diploma of Financial Planning from Financial Planning Association of Australia (FPA). David is a member of 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
Authorised to provide tax financial advice services
Qualifications and Training
1997
8 Unit Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2006
SMSF Accreditation
Commonwealth Financial Planning