David Carson
Financial Adviser in Merriwa, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001266993
- Location
- Merriwa WA 6030
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 16 June 2026
- First provided advice
- 2013
- Qualifications
- Bachelor of Arts, The University of Western Australia (2007); Taxation and Estate Planning, Kaplan Professional (2013); 928 Margin Lending, Kaplan Professional (2015); FNS60410 Advanced Diploma of Financial Planning, Kaplan Education Pty Limited (2015); TASA and the TPB Code of Professional Conduct, Kaplan Professional (2017); Economic and Legal Context for Financial Planning, Kaplan Professional (2023); Taxation for Financial Planning, Kaplan Professional (2023); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (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, standard margin lending
- Restriction
- This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)
- Tax (financial) advice
- Yes
- Register status
- Current
About David Carson
David Carson is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Merriwa, Western Australia (adviser number 001266993).
Advice is given under the Australian financial services licence of Capstone Financial Planning Pty Ltd, licence number 223135. The current authorisation started on 16 June 2026.
The register records 2013 as the year David first provided financial advice. The qualifications listed for David include Bachelor of Arts (The University of Western Australia, 2007), Taxation and Estate Planning (Kaplan Professional, 2013) and 928 Margin Lending (Kaplan Professional, 2015).
David is authorised to advise 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.
A further restriction is recorded on the register: “This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).”
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Questions people ask
Is David Carson a registered financial adviser?
Yes. David Carson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001266993.
Which licensee does David Carson work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can David Carson 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: "This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)."