David Glenn Shume
Financial Adviser in Alstonville, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000405621
- Location
- Alstonville NSW 2477
- Licensee
- Wealth Integrity Pty Ltd (AFSL 499766)
- Authorised since
- 30 September 2017
- First provided advice
- 2004
- Qualifications
- Ba Accounting & Finance, Southern Cross University (2000); DFP (1-8), Deakin University (2004); SMSF Specialist Advisor, SMSF Association (2008)
- Memberships
- SMSF Association
- 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 Glenn Shume
On the Financial Advisers Register kept by ASIC, David Glenn Shume appears as a current financial adviser in Alstonville, New South Wales, adviser number 000405621.
David provides advice as an authorised representative of Wealth Integrity Pty Ltd, which holds Australian financial services licence 499766. The current authorisation started on 30 September 2017.
The register records 2004 as the year David first provided financial advice. Qualifications and training on file include Ba Accounting & Finance (Southern Cross University, 2000), DFP (1-8) (Deakin University, 2004) and SMSF Specialist Advisor (SMSF Association, 2008). David is recorded as a member of SMSF Association.
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 Glenn Shume a registered financial adviser?
Yes. David Glenn Shume is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000405621.
Which licensee does David Glenn Shume work under?
Wealth Integrity Pty Ltd, Australian financial services licence 499766.
What can David Glenn Shume 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.