David Geoffrey Stone
Financial Adviser in Subiaco, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000249853
- Location
- Subiaco WA 6008
- Licensee
- Sentry Financial Services Pty Ltd (AFSL 286786)
- Authorised since
- 23 July 2010
- First provided advice
- 1997
- Qualifications
- Bachelor of Business, Edith Cowan University (1990); Master of Business, Edith Cowan University (1998); Diploma of Financial Services (Financial Planning), Tribeca (2006); Advanced Diploma of Financial Services (Financial Planning), Kaplan (2012)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About David Geoffrey Stone
David Geoffrey Stone is a financial adviser in Subiaco, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000249853.
The licensee David advises under is Sentry Financial Services Pty Ltd (AFS licence 286786). The current authorisation started on 23 July 2010.
According to the register, David first provided financial advice in 1997. Qualifications and training on file include Bachelor of Business (Edith Cowan University, 1990), Master of Business (Edith Cowan University, 1998) and Diploma of Financial Services (Financial Planning) (Tribeca, 2006).
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.
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Questions people ask
Is David Geoffrey Stone a registered financial adviser?
Yes. David Geoffrey Stone is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000249853.
Which licensee does David Geoffrey Stone work under?
Sentry Financial Services Pty Ltd, Australian financial services licence 286786.
What can David Geoffrey Stone 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.