David Edwards
Financial Adviser in Lane Cove, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000324200
- Location
- Lane Cove NSW 2066
- Licensee
- Loyalty Financial Services Pty Ltd (AFSL 227096)
- Authorised since
- 7 June 2024
- First provided advice
- 2002
- Qualifications
- Diploma of Financial Planning, Kaplan Professional (formerly Tribeca) (2005)
- 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
- Restriction
- No SMSF or Margin Lending
- Tax (financial) advice
- Yes
- Register status
- Current
About David Edwards
On the Financial Advisers Register kept by ASIC, David Edwards appears as a current financial adviser in Lane Cove, New South Wales, adviser number 000324200.
David provides advice as an authorised representative of Loyalty Financial Services Pty Ltd, which holds Australian financial services licence 227096. The current authorisation started on 7 June 2024.
The register records 2002 as the year David first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Kaplan Professional (formerly Tribeca), 2005).
The authorisation covers advice 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.
The register adds a condition to this authorisation: “No SMSF or Margin Lending.”
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Questions people ask
Is David Edwards a registered financial adviser?
Yes. David Edwards is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000324200.
Which licensee does David Edwards work under?
Loyalty Financial Services Pty Ltd, Australian financial services licence 227096.
What can David Edwards 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. It also records this restriction: "No SMSF or Margin Lending."