David Allan Vanden Berg
Financial Adviser in Bowen Hills, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000263500
- Location
- Bowen Hills QLD 4006
- Licensee
- Adrians Wealth Management Pty Ltd (AFSL 522841)
- Authorised since
- 4 October 2023
- First provided advice
- 2003
- Qualifications
- Bachelor of Commerce (Banking and Finance) (Qualification), Griffith University (2002); Master of Financial Planning, Griffith University (2003); Margin Lending & Geared Investments, Kaplan Professional (2011); SMSF Specialist Advisor Program, SPAA (2014); Certified Financial Planner, Financial Planning Association (2017); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020); FASEA Adviser Exam, FASEA (2020)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About David Allan Vanden Berg
On the Financial Advisers Register kept by ASIC, David Allan Vanden Berg appears as a current financial adviser in Bowen Hills, Queensland, adviser number 000263500.
Advice is given under the Australian financial services licence of Adrians Wealth Management Pty Ltd, licence number 522841. The current authorisation started on 4 October 2023.
According to the register, David first provided financial advice in 2003. Qualifications and training on file include Bachelor of Commerce (Banking and Finance) (Qualification) (Griffith University, 2002), Master of Financial Planning (Griffith University, 2003) and Margin Lending & Geared Investments (Kaplan Professional, 2011). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and SMSF Association.
David is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is David Allan Vanden Berg a registered financial adviser?
Yes. David Allan Vanden Berg is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000263500.
Which licensee does David Allan Vanden Berg work under?
Adrians Wealth Management Pty Ltd, Australian financial services licence 522841.
What can David Allan Vanden Berg give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.