David James Newberry
Financial Adviser in Tamworth, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000254405
- Location
- Tamworth NSW 2340
- Licensee
- David J. Newberry Pty Limited (AFSL 520230)
- Authorised since
- 9 March 2020
- First provided advice
- 1989
- Qualifications
- Diploma of Financial Services (Financial Planning), Pinnacle Financial Services Academy (2012); Advanced Diploma of Financial Planning, Mentor Education (2016)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, 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 James Newberry
David James Newberry is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Tamworth, New South Wales (adviser number 000254405).
David provides advice as an authorised representative of David J. Newberry Pty Limited, which holds Australian financial services licence 520230. That authorisation dates from 9 March 2020.
According to the register, David first provided financial advice in 1989. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Pinnacle Financial Services Academy, 2012) and Advanced Diploma of Financial Planning (Mentor Education, 2016). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 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 James Newberry a registered financial adviser?
Yes. David James Newberry is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000254405.
Which licensee does David James Newberry work under?
David J. Newberry Pty Limited, Australian financial services licence 520230.
What can David James Newberry give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.