David George Larman
Financial Adviser in Newstead, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000253341
- Location
- Newstead QLD 4006
- Licensee
- Bailiwick Lifestyle Financial Planners Pty Ltd (AFSL 239112)
- Authorised since
- 1 February 2004
- First provided advice
- 2004
- Qualifications
- Diploma of Financial Planning, Deakin University (2001); Certified Financial Planner, Financial Planning Association (2004); Bachelor of Business, Queensland University of Technology (2009)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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 George Larman
David George Larman is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Newstead, Queensland (adviser number 000253341).
Advice is given under the Australian financial services licence of Bailiwick Lifestyle Financial Planners Pty Ltd, licence number 239112. That authorisation dates from 1 February 2004.
The register records 2004 as the year David first provided financial advice. The qualifications listed for David include Diploma of Financial Planning (Deakin University, 2001), Certified Financial Planner (Financial Planning Association, 2004) and Bachelor of Business (Queensland University of Technology, 2009). David is recorded as a member of Financial Advice Association of Australia (FAAA).
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 George Larman a registered financial adviser?
Yes. David George Larman is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000253341.
Which licensee does David George Larman work under?
Bailiwick Lifestyle Financial Planners Pty Ltd, Australian financial services licence 239112.
What can David George Larman 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.