Financial Adviser
· PERTH, WA
David Ryan Counsel
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000448152
David Ryan Counsel is a financial adviser based in Perth, Western Australia, with 13 years of experience in the financial services industry. David is currently authorised under Fitzpatricks Private Wealth 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 CFP Certification Program from Financial Planning Association of Australia Limited. 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2010
(FNS60404) Advanced Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2010
Bachelor of Commerce
The University of Western Australia
2010
Bachelor of Economics
The University of Western Australia
2013
CFP Certification Program
Financial Planning Association of Australia Limited
2020
FPC002B Ethics and Professionalism in Financial Advice.
Ethics - Kaplan Higher Education
Registration History
GPL (VIC) PTY LTD
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register