David Lunn
Financial Adviser in Dee Why, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000239790
- Location
- Dee Why NSW 2099
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 6 March 2013
- First provided advice
- 2000
- Qualifications
- B. Eng (Elec) Hons, University of Technology, Sydney (1992); MBA (Sub Fin), University of Technology, Sydney (2000); Graduate Diploma of Financial Planning, Securities Institute (2002); SMSF Specialist Advisor, SPAA (2006); FPC002B, Kaplan Higher Education (2020)
- Memberships
- SMSF Association
- 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 Lunn
David Lunn is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Dee Why, New South Wales (adviser number 000239790).
The licensee David advises under is Fortnum Private Wealth Ltd (AFS licence 357306). That authorisation dates from 6 March 2013.
According to the register, David first provided financial advice in 2000. Qualifications and training on file include B. Eng (Elec) Hons (University of Technology, Sydney, 1992), MBA (Sub Fin) (University of Technology, Sydney, 2000) and Graduate Diploma of Financial Planning (Securities Institute, 2002). Professional memberships recorded: SMSF Association.
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 Lunn a registered financial adviser?
Yes. David Lunn is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000239790.
Which licensee does David Lunn work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can David Lunn 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.