David Andrew Abbott
Financial Adviser in Capalaba, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000281479
- Location
- Capalaba QLD 4157
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 23 March 2015
- First provided advice
- 2004
- Qualifications
- Bachelor of Business (Management), University of Queensland (2002); Diploma of Financial Services (Financial Planning), AMP Limited (2004); Advanced Diploma of Financial Services (Financial Planning), AMP Financial Planning (2007); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2009); Margin Lending, Pinnacle Financial Services Academy Pty Ltd (2010); Certificate IV in Finance and Mortgage Broking, AAMC Training Group (2016); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2021)
- 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
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About David Andrew Abbott
David Andrew Abbott is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Capalaba, Queensland (adviser number 000281479).
David provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. That authorisation dates from 23 March 2015.
According to the register, David first provided financial advice in 2004. Qualifications and training on file include Bachelor of Business (Management) (University of Queensland, 2002), Diploma of Financial Services (Financial Planning) (AMP Limited, 2004) and Advanced Diploma of Financial Services (Financial Planning) (AMP Financial Planning, 2007).
The authorisation covers advice 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.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is David Andrew Abbott a registered financial adviser?
Yes. David Andrew Abbott is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000281479.
Which licensee does David Andrew Abbott work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can David Andrew Abbott 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. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."