David Christopher Haseldine
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000238232
- Location
- Sydney NSW 2000
- Licensee
- Alexis Wealth Advisors Pty Ltd (AFSL 309481); The Updated Investor Pty Ltd (AFSL 522880)
- Authorised since
- 25 March 2024
- First provided advice
- 1996
- Qualifications
- Diploma of Financial Markets, Securities Institute (1999); Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2009)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planner AFP (FPA)
- 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 Christopher Haseldine
On the Financial Advisers Register kept by ASIC, David Christopher Haseldine appears as a current financial adviser in Sydney, New South Wales, adviser number 000238232.
David provides advice as an authorised representative of Alexis Wealth Advisors Pty Ltd, which holds Australian financial services licence 309481. The register also lists The Updated Investor Pty Ltd (licence 522880). That authorisation dates from 25 March 2024.
According to the register, David first provided financial advice in 1996. Qualifications and training on file include Diploma of Financial Markets (Securities Institute, 1999) and Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2009). David is recorded as a member of Financial Advice Association of Australia (FAAA) and Financial Planner AFP (FPA).
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 Christopher Haseldine a registered financial adviser?
Yes. David Christopher Haseldine is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000238232.
Which licensee does David Christopher Haseldine work under?
Alexis Wealth Advisors Pty Ltd, Australian financial services licence 309481 and The Updated Investor Pty Ltd, Australian financial services licence 522880.
What can David Christopher Haseldine 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.