David Gray
Financial Adviser in Lyneham, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005800
- Location
- Lyneham ACT 2602
- Licensee
- Aware Financial Services Australia Limited (AFSL 238430)
- Authorised since
- 1 December 2019
- First provided advice
- 2011
- Qualifications
- BUSN1101 Introduction to Commercial Law, The Australian National University (2002); BUSN3014 Principles of Tax Law, The Australian National University (2004); Bachelor of Commerce, Australian National University (2005); CPA Program, CPA Australia (2009); Diploma of Financial Services (Financial Planning), Mentor Education (2011); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2022)
- 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 Gray
David Gray is a financial adviser in Lyneham, Australian Capital Territory, listed on the Financial Advisers Register kept by ASIC under adviser number 001005800.
The licensee David advises under is Aware Financial Services Australia Limited (AFS licence 238430). The current authorisation started on 1 December 2019.
According to the register, David first provided financial advice in 2011. Qualifications and training on file include BUSN1101 Introduction to Commercial Law (The Australian National University, 2002), BUSN3014 Principles of Tax Law (The Australian National University, 2004) and Bachelor of Commerce (Australian National University, 2005). 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.”
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Questions people ask
Is David Gray a registered financial adviser?
Yes. David Gray is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005800.
Which licensee does David Gray work under?
Aware Financial Services Australia Limited, Australian financial services licence 238430.
What can David Gray 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."