David Eugene Braun
Financial Adviser in Caulfield, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000461901
- Location
- Caulfield VIC 3162
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 29 March 2024
- First provided advice
- 2014
- Qualifications
- Life Insurance (Personal Advice), Mentor Education (2013); Managed Investments & Securities, Mentor Education (2014); Superannuation (Personal Advice), Mentor Education (2014); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Ltd (2025)
- 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
- The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)
- Tax (financial) advice
- Yes
- Register status
- Current
About David Eugene Braun
On the Financial Advisers Register kept by ASIC, David Eugene Braun appears as a current financial adviser in Caulfield, Victoria, adviser number 000461901.
The licensee David advises under is Lifespan Financial Planning Pty Ltd (AFS licence 229892). That authorisation dates from 29 March 2024.
According to the register, David first provided financial advice in 2014. Qualifications and training on file include Life Insurance (Personal Advice) (Mentor Education, 2013), Managed Investments & Securities (Mentor Education, 2014) and Superannuation (Personal Advice) (Mentor Education, 2014).
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.
A further restriction is recorded on the register: “The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF).”
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Questions people ask
Is David Eugene Braun a registered financial adviser?
Yes. David Eugene Braun is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000461901.
Which licensee does David Eugene Braun work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can David Eugene Braun 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: "The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)."