David John Lutz
Financial Adviser in Redbank Plains, Queensland, Australia
Review David John Lutz
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 number000227559
- Location
- Redbank Plains QLD 4301
- Licensee
- Secure Investment Planning Pty Ltd (AFSL 324234)
- Authorised since
- 1 January 2009
- First provided advice
- 1995
- Qualifications
- Bachelor of Business, Queensland Institute of Technology (1974); Certified Practicing Accountant, Accountants Association (1990); Certificate in Financial Markets, Kaplan University (1994); Certified Financial Planner, Melbourne University (1998); Ethics and Professionalism in Financial Advice, Kaplan Professional (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About David John Lutz
David John Lutz is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Redbank Plains, Queensland (adviser number 000227559).
David provides advice as an authorised representative of Secure Investment Planning Pty Ltd, which holds Australian financial services licence 324234. The current authorisation started on 1 January 2009.
According to the register, David first provided financial advice in 1995. The qualifications listed for David include Bachelor of Business (Queensland Institute of Technology, 1974), Certified Practicing Accountant (Accountants Association, 1990) and Certificate in Financial Markets (Kaplan University, 1994). 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 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed David John Lutz here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is David John Lutz a registered financial adviser?
Yes. David John Lutz is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000227559.
Which licensee does David John Lutz work under?
Secure Investment Planning Pty Ltd, Australian financial services licence 324234.
What can David John Lutz give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.