David James Evans
Financial Adviser in Torquay, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000249140
- Location
- Torquay VIC 3228
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 1 January 2004
- First provided advice
- 2004
- Qualifications
- Diploma of Financial Services (Financial Planning), AMP Financial Services (2004); Advanced Diploma of Financial Services (Financial Planning), AMP Financial Planning (2006); Margin Lending, Pinnacle Financial Services Academy Pty Ltd (2013)
- 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
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About David James Evans
On the Financial Advisers Register kept by ASIC, David James Evans appears as a current financial adviser in Torquay, Victoria, adviser number 000249140.
David provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. The current authorisation started on 1 January 2004.
According to the register, David first provided financial advice in 2004. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (AMP Financial Services, 2004), Advanced Diploma of Financial Services (Financial Planning) (AMP Financial Planning, 2006) and Margin Lending (Pinnacle Financial Services Academy Pty Ltd, 2013).
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.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is David James Evans a registered financial adviser?
Yes. David James Evans is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000249140.
Which licensee does David James Evans work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can David James Evans 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. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."