David Lennon
Financial Adviser in West Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000231625
- Location
- West Perth WA 6005
- Licensee
- Politis Investment Strategies Pty Ltd (AFSL 253125)
- Authorised since
- 22 March 2017
- First provided advice
- 2003
- Qualifications
- Bachelor of Business (double major in Accounting Finance), Edith Cowan University (1995); Professional Year Programme, The Institute of Chartered Accountants in Australia (1997); Superannuation & SMSF's Certificate of Completion, Kaplan Professional (2015); Diploma in Financial Planning, Kaplan Professional (2016); Superannuation and Retirement Advice (FPC003), Kaplan Professional (2024); Ethics and Professionalism in Financial Advice (FPC002B), Kaplan Professional (2025)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Institute of Chartered Accountants
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products
- Restriction
- Financial product advice restricted as per Notice of Authorisation and Approved Product List issued
- Tax (financial) advice
- Yes
- Register status
- Current
About David Lennon
David Lennon is a financial adviser in West Perth, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000231625.
The licensee David advises under is Politis Investment Strategies Pty Ltd (AFS licence 253125). The current authorisation started on 22 March 2017.
According to the register, David first provided financial advice in 2003. Qualifications and training on file include Bachelor of Business (double major in Accounting Finance) (Edith Cowan University, 1995), Professional Year Programme (The Institute of Chartered Accountants in Australia, 1997) and Superannuation & SMSF’s Certificate of Completion (Kaplan Professional, 2015). David is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Institute of Chartered Accountants.
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products and deposit and payment products. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Financial product advice restricted as per Notice of Authorisation and Approved Product List issued.”
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Questions people ask
Is David Lennon a registered financial adviser?
Yes. David Lennon is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000231625.
Which licensee does David Lennon work under?
Politis Investment Strategies Pty Ltd, Australian financial services licence 253125.
What can David Lennon give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products. It also records this restriction: "Financial product advice restricted as per Notice of Authorisation and Approved Product List issued."