David Azon-Jacometti
Financial Adviser in Ormeau Hills, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003241
- Location
- Ormeau Hills QLD 4208
- Licensee
- Vision Planning & Finance (Aust) Pty Ltd (AFSL 492807)
- Authorised since
- 1 June 2024
- First provided advice
- 2007
- Qualifications
- Self-Managed Superannuation Funds, Kaplan Professional (2007); Diploma of Financial Planning, Tribeca Learning (2008); Margin Lending, Three Sixty Financial Planning (2011); Advanced Diploma of Financial Planning, Kaplan Professional (2012); SMSF Specialist Adviser Program, SMSFA (2018)
- Memberships
- SMSF Association
- 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 Azon-Jacometti
David Azon-Jacometti is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Ormeau Hills, Queensland (adviser number 001003241).
The licensee David advises under is Vision Planning & Finance (Aust) Pty Ltd (AFS licence 492807). The current authorisation started on 1 June 2024.
The register records 2007 as the year David first provided financial advice. The qualifications listed for David include Self-Managed Superannuation Funds (Kaplan Professional, 2007), Diploma of Financial Planning (Tribeca Learning, 2008) and Margin Lending (Three Sixty Financial Planning, 2011). Professional memberships recorded: SMSF Association.
The authorisation covers advice 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 Azon-Jacometti a registered financial adviser?
Yes. David Azon-Jacometti is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003241.
Which licensee does David Azon-Jacometti work under?
Vision Planning & Finance (Aust) Pty Ltd, Australian financial services licence 492807.
What can David Azon-Jacometti 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.