David Jonathan Fleming
Financial Adviser in Busselton, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004745
- Location
- Busselton WA 6280
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 15 November 2019
- First provided advice
- 1998
- Qualifications
- Bachelor of Business (Accounting), Edith Cowan University (1989); Certified Financial Planner, Financial Planning Association of Australia (2000); Self Manages Superannuation Funds, Tribeca (2005)
- 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, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About David Jonathan Fleming
David Jonathan Fleming is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Busselton, Western Australia (adviser number 001004745).
Advice is given under the Australian financial services licence of Capstone Financial Planning Pty Ltd, licence number 223135. The current authorisation started on 15 November 2019.
According to the register, David first provided financial advice in 1998. Qualifications and training on file include Bachelor of Business (Accounting) (Edith Cowan University, 1989), Certified Financial Planner (Financial Planning Association of Australia, 2000) and Self Manages Superannuation Funds (Tribeca, 2005). 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 Jonathan Fleming a registered financial adviser?
Yes. David Jonathan Fleming is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004745.
Which licensee does David Jonathan Fleming work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can David Jonathan Fleming 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.