David Ian Southwood
Financial Adviser in Ipswich, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001006821
- Location
- Ipswich QLD 4305
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 2 April 2024
- First provided advice
- 1996
- Qualifications
- Certified Financial Planner, Financial Advice Association of Australia (2000); Diploma of Financial Planning, Financial Planning Association (2001); FPC006 Taxation for Financial Planning, Kaplan (2022); SMSF Masterclass, Fortnum Internal Training (2024); FPC008, Kaplan Higher Education Pty Limited (2025); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (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, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About David Ian Southwood
David Ian Southwood is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Ipswich, Queensland (adviser number 001006821).
David provides advice as an authorised representative of Fortnum Private Wealth Ltd, which holds Australian financial services licence 357306. That authorisation dates from 2 April 2024.
The register records 1996 as the year David first provided financial advice. Qualifications and training on file include Certified Financial Planner (Financial Advice Association of Australia, 2000), Diploma of Financial Planning (Financial Planning Association, 2001) and FPC006 Taxation for Financial Planning (Kaplan, 2022). Professional memberships recorded: 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 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 Ian Southwood a registered financial adviser?
Yes. David Ian Southwood is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001006821.
Which licensee does David Ian Southwood work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can David Ian Southwood 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.