David Bernard Costa
Financial Adviser in Essendon, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000294905
- Location
- Essendon VIC 3040
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 25 March 2024
- First provided advice
- 2003
- Qualifications
- Diploma of Financial Services (Financial Planning), Tribeca (2005); Introduction to Self-Managed Superannuation Funds, Kaplan Higher Education (2024)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About David Bernard Costa
David Bernard Costa is a financial adviser in Essendon, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000294905.
Advice is given under the Australian financial services licence of Count Financial Limited, licence number 227232. The current authorisation started on 25 March 2024.
According to the register, David first provided financial advice in 2003. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Tribeca, 2005) and Introduction to Self-Managed Superannuation Funds (Kaplan Higher Education, 2024).
David is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 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 Bernard Costa a registered financial adviser?
Yes. David Bernard Costa is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000294905.
Which licensee does David Bernard Costa work under?
Count Financial Limited, Australian financial services licence 227232.
What can David Bernard Costa 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.