David John Jackson
Financial Adviser in Fortitude Valley, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000250655
- Location
- Fortitude Valley QLD 4006
- Licensee
- Fitzpatricks Private Wealth Pty Ltd (AFSL 247429)
- Authorised since
- 21 March 2022
- First provided advice
- 1994
- Qualifications
- Diploma of Financial Planning, Deakin University (2002); SMSF Specialist Accreditation Program, SMSF Association (2005); Tier 1 Margin Lending Personal Advice, Kaplan Professional (2014)
- 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 Jackson
David John Jackson is a financial adviser in Fortitude Valley, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000250655.
Advice is given under the Australian financial services licence of Fitzpatricks Private Wealth Pty Ltd, licence number 247429. The current authorisation started on 21 March 2022.
The register records 1994 as the year David first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Deakin University, 2002), SMSF Specialist Accreditation Program (SMSF Association, 2005) and Tier 1 Margin Lending Personal Advice (Kaplan Professional, 2014). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
David is authorised to advise 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 Jackson a registered financial adviser?
Yes. David John Jackson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000250655.
Which licensee does David John Jackson work under?
Fitzpatricks Private Wealth Pty Ltd, Australian financial services licence 247429.
What can David John Jackson 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.