David Martin Watson
Financial Adviser in Perth, Western Australia, Australia
Review David Martin Watson
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 number000239514
- Location
- Perth WA 6000
- Licensee
- Bellwether Financial Group Pty Ltd (AFSL 479993)
- Authorised since
- 1 July 2016
- First provided advice
- 1996
- Qualifications
- Diploma in Financial Markets, Securities Institute of Australia (1999); Diploma of Financial Planning, Financial Planning Association (2000); Self Managed Superannuation Funds, Tribeca (2004); Margin Lending Accreditation Program, Financial Essentials (2011)
- Memberships
- Financial Advice Association of Australia (FAAA); Finsia
- 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 Martin Watson
David Martin Watson is a financial adviser in Perth, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000239514.
David provides advice as an authorised representative of Bellwether Financial Group Pty Ltd, which holds Australian financial services licence 479993. That authorisation dates from 1 July 2016.
The register records 1996 as the year David first provided financial advice. Qualifications and training on file include Diploma in Financial Markets (Securities Institute of Australia, 1999), Diploma of Financial Planning (Financial Planning Association, 2000) and Self Managed Superannuation Funds (Tribeca, 2004). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Finsia.
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.
Reviews
Nobody has reviewed David Martin Watson here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is David Martin Watson a registered financial adviser?
Yes. David Martin Watson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000239514.
Which licensee does David Martin Watson work under?
Bellwether Financial Group Pty Ltd, Australian financial services licence 479993.
What can David Martin Watson 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.