David James Hardman
Financial Adviser in Mosman, New South Wales, Australia
Review David James Hardman
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 number001000206
- Location
- Mosman NSW 2090
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 1 January 2022
- First provided advice
- 1997
- Qualifications
- Bachelor of Economics, University of Tasmania (1997); Margin Lending and Geared Investments, Kaplan Professional (2011); Accredited Listed Product Adviser Program, Kaplan Professional (2022); SMSF Knowledge, Monarch Institute (2022); Commercial Law, Kaplan Professional (2025); Tax for Financial Planning, Kaplan Professional (2025)
- 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 James Hardman
David James Hardman is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Mosman, New South Wales (adviser number 001000206).
David provides advice as an authorised representative of Capstone Financial Planning Pty Ltd, which holds Australian financial services licence 223135. That authorisation dates from 1 January 2022.
The register records 1997 as the year David first provided financial advice. Qualifications and training on file include Bachelor of Economics (University of Tasmania, 1997), Margin Lending and Geared Investments (Kaplan Professional, 2011) and Accredited Listed Product Adviser Program (Kaplan Professional, 2022).
David is authorised to advise 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.
Reviews
Nobody has reviewed David James Hardman here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is David James Hardman a registered financial adviser?
Yes. David James Hardman is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000206.
Which licensee does David James Hardman work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can David James Hardman 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.