David John Cleal
Financial Adviser in Hawthorne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000282483
- Location
- Hawthorne VIC 3122
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 22 November 2004
- First provided advice
- 2000
- Qualifications
- Bachelor of Business (Accounting), Deakin University (1992); Certified Practising Accountant, Australian Society of Certified Practising Accountants (1997); Certified Financial Planner, Financial Planning Association of Australia (2003); Diploma of Financial Planning, FPA (2003)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About David John Cleal
David John Cleal is a financial adviser in Hawthorne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000282483.
David provides advice as an authorised representative of Morgans Financial Limited, which holds Australian financial services licence 235410. That authorisation dates from 22 November 2004.
According to the register, David first provided financial advice in 2000. Qualifications and training on file include Bachelor of Business (Accounting) (Deakin University, 1992), Certified Practising Accountant (Australian Society of Certified Practising Accountants, 1997) and Certified Financial Planner (Financial Planning Association of Australia, 2003). Professional memberships recorded: CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
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.
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Questions people ask
Is David John Cleal a registered financial adviser?
Yes. David John Cleal is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000282483.
Which licensee does David John Cleal work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can David John Cleal 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; standard margin lending; managed discretionary account services.