Financial Adviser
· SUBIACO, WA
David Geoffrey Stone
No disciplinary history on record with ASIC
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000249853
David Geoffrey Stone is a financial adviser based in Subiaco, Western Australia, with 29 years of experience in the financial services industry. David is currently authorised under Sentry Financial Services 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 Master of Business from Edith Cowan University.
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
1990
Bachelor of Business
Edith Cowan University
1998
Master of Business
Edith Cowan University
2006
Diploma of Financial Services (Financial Planning)
Tribeca
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
Registration History
Source: ASIC Financial Advisers Register