David Jeffrey Pamenter
Financial Adviser in Augustine Heights, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000346978
- Location
- Augustine Heights QLD 4300
- Licensee
- Millennium 3 Financial Services Pty Ltd (AFSL 244252)
- Authorised since
- 4 June 2016
- First provided advice
- 2006
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2006); Ethics and Professionalism in Financial Advice, Kaplan (2020)
- 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, standard margin lending
- Restriction
- Government Debentures, Stocks or Bonds: class of product only, Securities: class of product only, Superannuation: not authorised to provide SMSF advice.
- Tax (financial) advice
- Yes
- Register status
- Current
About David Jeffrey Pamenter
David Jeffrey Pamenter is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Augustine Heights, Queensland (adviser number 000346978).
The licensee David advises under is Millennium 3 Financial Services Pty Ltd (AFS licence 244252). That authorisation dates from 4 June 2016.
The register records 2006 as the year David first provided financial advice. The qualifications listed for David include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2006) and Ethics and Professionalism in Financial Advice (Kaplan, 2020). David is recorded as a member of 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 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Government Debentures, Stocks or Bonds: class of product only, Securities: class of product only, Superannuation: not authorised to provide SMSF advice.”
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Questions people ask
Is David Jeffrey Pamenter a registered financial adviser?
Yes. David Jeffrey Pamenter is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000346978.
Which licensee does David Jeffrey Pamenter work under?
Millennium 3 Financial Services Pty Ltd, Australian financial services licence 244252.
What can David Jeffrey Pamenter 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; standard margin lending. It also records this restriction: "Government Debentures, Stocks or Bonds: class of product only, Securities: class of product only, Superannuation: not authorised to provide SMSF advice."