David Anthony Ryan
Financial Adviser in Moonee Ponds, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000235123
- Location
- Moonee Ponds VIC 3039
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 19 August 2003
- First provided advice
- 2003
- Qualifications
- Bachelor of Commerce, University of Ballarat (1996); Margin Lending and Geared Investments, Kaplan Professional (2010); Diploma of Financial Services (Financial Planning), Pinnacle Financial Services Academy (2012); Advanced Diploma of Financial Planning, Pinnacle Financial Services Academy (2014); Certified Practicing Accountant (CPA), CPA Australia (2019); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020)
- Memberships
- CPA Australia (CPA); Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association of Australia (FAAA)
- 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 Anthony Ryan
David Anthony Ryan is a financial adviser in Moonee Ponds, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000235123.
Advice is given under the Australian financial services licence of Count Financial Limited, licence number 227232. The current authorisation started on 19 August 2003.
According to the register, David first provided financial advice in 2003. Qualifications and training on file include Bachelor of Commerce (University of Ballarat, 1996), Margin Lending and Geared Investments (Kaplan Professional, 2010) and Diploma of Financial Services (Financial Planning) (Pinnacle Financial Services Academy, 2012). David is recorded as a member of CPA Australia (CPA), Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
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.
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Questions people ask
Is David Anthony Ryan a registered financial adviser?
Yes. David Anthony Ryan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000235123.
Which licensee does David Anthony Ryan work under?
Count Financial Limited, Australian financial services licence 227232.
What can David Anthony Ryan 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.