Data sourced from ASIC Financial Advisers Register
Financial Adviser · SOUTH PERTH, WA

David Roy Baruffi

29 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000249579

David Roy Baruffi is a financial adviser based in South Perth, Western Australia, with 29 years of experience in the financial services industry. David is currently authorised under Akumin Financial Planning Pty 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 Master of Taxation from Curtin University.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1981
Bachelor of Economics
University of Western Australia
2001
8 unit Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2005
Graduate Certificate in Taxation
Curtin University
2006
Certificate IV Financial Services (Finance/Mortgage Broking)
Tribeca
2006
Postgraduate Diploma in Business (Taxation)
Curtin University
2007
Master of Taxation
Curtin University
2008
SMSF Specialist Advisor Program
SMSF Association
2010
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2012
Diploma of Financial Services (Finance/Mortgage Broking Management)
Kaplan Higher Education Pty Limited
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Jan 2004 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register