David John Lakey
Financial Adviser in Osborne Park, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000237240
- Location
- Osborne Park WA 6017
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 26 February 2024
- First provided advice
- 1995
- Qualifications
- 8 Unit Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (1997); SMSF Accreditation, Commonwealth Financial Planning (2006)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About David John Lakey
On the Financial Advisers Register kept by ASIC, David John Lakey appears as a current financial adviser in Osborne Park, Western Australia, adviser number 000237240.
David provides advice as an authorised representative of Count Financial Limited, which holds Australian financial services licence 227232. The current authorisation started on 26 February 2024.
The register records 1995 as the year David first provided financial advice. Qualifications and training on file include 8 Unit Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 1997) and SMSF Accreditation (Commonwealth Financial Planning, 2006). 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 8 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 Lakey a registered financial adviser?
Yes. David John Lakey is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000237240.
Which licensee does David John Lakey work under?
Count Financial Limited, Australian financial services licence 227232.
What can David John Lakey 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.