David Alan Wells
Financial Adviser in Surfers Paradise, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004613
- Location
- Surfers Paradise QLD 4217
- Licensee
- Ord Minnett Limited (AFSL 237121)
- Authorised since
- 16 March 2011
- First provided advice
- 1999
- Qualifications
- Bachelor of Business, Griffith University (1994); Chartered Accountant, Institute of Chartered Accountants in Australia (1997)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About David Alan Wells
David Alan Wells is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Surfers Paradise, Queensland (adviser number 001004613).
David provides advice as an authorised representative of Ord Minnett Limited, which holds Australian financial services licence 237121. That authorisation dates from 16 March 2011.
The register records 1999 as the year David first provided financial advice. The qualifications listed for David include Bachelor of Business (Griffith University, 1994) and Chartered Accountant (Institute of Chartered Accountants in Australia, 1997). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ).
David is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance and standard margin lending. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is David Alan Wells a registered financial adviser?
Yes. David Alan Wells is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004613.
Which licensee does David Alan Wells work under?
Ord Minnett Limited, Australian financial services licence 237121.
What can David Alan Wells give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; standard margin lending.