David Allen Bird
Financial Adviser in Robina, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000279559
- Location
- Robina QLD 4226
- Licensee
- Independent Wealth Management Pty Ltd (AFSL 493459)
- Authorised since
- 2 December 2019
- First provided advice
- 1981
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (1992)
- Memberships
- CFP - Certified Financial Planner (FPA); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About David Allen Bird
David Allen Bird is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Robina, Queensland (adviser number 000279559).
Advice is given under the Australian financial services licence of Independent Wealth Management Pty Ltd, licence number 493459. That authorisation dates from 2 December 2019.
According to the register, David first provided financial advice in 1981. The qualifications listed for David include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 1992). David is recorded as a member of CFP – Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).
David is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 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 Allen Bird a registered financial adviser?
Yes. David Allen Bird is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000279559.
Which licensee does David Allen Bird work under?
Independent Wealth Management Pty Ltd, Australian financial services licence 493459.
What can David Allen Bird give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts.