David Graham Bamforth
Financial Adviser in Gosford, New South Wales, Australia
Review David Graham Bamforth
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001004885
- Location
- Gosford NSW 2250
- Licensee
- Aware Financial Services Australia Limited (AFSL 238430)
- Authorised since
- 29 September 2020
- First provided advice
- 2004
- Qualifications
- Advanced Diploma of Financial Planning, Kaplan Professional (2016); FPC001B Economic and Legal context for Financial Planning, Kaplan Professional (2020); Graduate Diploma of Financial Planning, Kaplan Professional (2020); FPC006 Taxation for Financial Planning, Kaplan Professional (2025)
- 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
- Restriction
- Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
- Tax (financial) advice
- Yes
- Register status
- Current
About David Graham Bamforth
David Graham Bamforth is a financial adviser in Gosford, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001004885.
David provides advice as an authorised representative of Aware Financial Services Australia Limited, which holds Australian financial services licence 238430. That authorisation dates from 29 September 2020.
According to the register, David first provided financial advice in 2004. The qualifications listed for David include Advanced Diploma of Financial Planning (Kaplan Professional, 2016), FPC001B Economic and Legal context for Financial Planning (Kaplan Professional, 2020) and Graduate Diploma of Financial Planning (Kaplan Professional, 2020). David is recorded as a member of Financial Advice Association of Australia (FAAA).
David is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.”
Reviews
Nobody has reviewed David Graham Bamforth here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is David Graham Bamforth a registered financial adviser?
Yes. David Graham Bamforth is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004885.
Which licensee does David Graham Bamforth work under?
Aware Financial Services Australia Limited, Australian financial services licence 238430.
What can David Graham Bamforth 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. It also records this restriction: "Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list."