David John Henry
Financial Adviser in Geelong, Victoria, Australia
Review David John Henry
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 number000264941
- Location
- Geelong VIC 3220
- Licensee
- Fiducian Financial Services Pty Ltd (AFSL 231103)
- Authorised since
- 27 February 2019
- First provided advice
- 1993
- Qualifications
- Dip FP, Deakin University (1997); SMSF, Kaplan (2011); ALPA, Kaplan (2014); Graduate Diploma of Financial Planning, Kaplan (2024)
- Memberships
- 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, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About David John Henry
David John Henry is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Geelong, Victoria (adviser number 000264941).
The licensee David advises under is Fiducian Financial Services Pty Ltd (AFS licence 231103). The current authorisation started on 27 February 2019.
According to the register, David first provided financial advice in 1993. The qualifications listed for David include Dip FP (Deakin University, 1997), SMSF (Kaplan, 2011) and ALPA (Kaplan, 2014). Professional memberships recorded: 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.
Reviews
Nobody has reviewed David John Henry here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is David John Henry a registered financial adviser?
Yes. David John Henry is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000264941.
Which licensee does David John Henry work under?
Fiducian Financial Services Pty Ltd, Australian financial services licence 231103.
What can David John Henry 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.