David Camilo Perez Estupinan
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001006271
- Location
- Melbourne VIC 3000
- Licensee
- Ahr Private Wealth Pty Ltd (AFSL 543254)
- Authorised since
- 30 May 2024
- First provided advice
- 2014
- Qualifications
- Master of International Finance, Deakin University of Australia (2011); Master of Professional Accounting, Deakin University (2011); Masters of International Finance (Financial Planning), Deakin University (2011); CFP Certification, Financial Planning Association (2014); Self Managed Superannuation Funds, Kaplan (2016); Ethics and Professionalism in Financial Advice, Kaplan Professional (2021)
- Memberships
- FINSIA; Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About David Camilo Perez Estupinan
On the Financial Advisers Register kept by ASIC, David Camilo Perez Estupinan appears as a current financial adviser in Melbourne, Victoria, adviser number 001006271.
Advice is given under the Australian financial services licence of Ahr Private Wealth Pty Ltd, licence number 543254. The current authorisation started on 30 May 2024.
The register records 2014 as the year David first provided financial advice. Qualifications and training on file include Master of International Finance (Deakin University of Australia, 2011), Master of Professional Accounting (Deakin University, 2011) and Masters of International Finance (Financial Planning) (Deakin University, 2011). Professional memberships recorded: FINSIA and Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, 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 Camilo Perez Estupinan a registered financial adviser?
Yes. David Camilo Perez Estupinan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001006271.
Which licensee does David Camilo Perez Estupinan work under?
Ahr Private Wealth Pty Ltd, Australian financial services licence 543254.
What can David Camilo Perez Estupinan give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.