David John Clark
Financial Adviser in Geelong, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000249747
- Location
- Geelong VIC 3220
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706); Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 15 April 2025
- First provided advice
- 2003
- Qualifications
- Bachelor of Commerce, Deakin University (2002); Self Managed Superannuation Funds, Mentor Education Pty Ltd (2015); Certified Financial Planner, Financial Planning Association of Australia (FPA) (2022); MAI769 Ethics for Financial Services, Deakin University (2022)
- 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, derivatives
- 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 John Clark
David John Clark is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Geelong, Victoria (adviser number 000249747).
The licensee David advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). The register also lists Charter Financial Planning Limited (licence 234665). That authorisation dates from 15 April 2025.
The register records 2003 as the year David first provided financial advice. The qualifications listed for David include Bachelor of Commerce (Deakin University, 2002), Self Managed Superannuation Funds (Mentor Education Pty Ltd, 2015) and Certified Financial Planner (Financial Planning Association of Australia (FPA), 2022).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 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 John Clark a registered financial adviser?
Yes. David John Clark is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000249747.
Which licensee does David John Clark work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706 and Charter Financial Planning Limited, Australian financial services licence 234665.
What can David John Clark 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; derivatives. 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."