David McBryde
Financial Adviser in Mona Vale, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000384214
- Location
- Mona Vale NSW 2103
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 30 September 2010
- First provided advice
- 2010
- Qualifications
- Bachelor of Arts with Bachelor of Laws, Macquarie University (1986); Master of Business Administration, Macquarie University (2001); Diploma of Financial Services (Financial Planning), Integratec (Australia) Pty Ltd (2003); Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2011); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2011); Certified Financial Planner, Financial Planning Association of Australia (FPA) (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2020)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About David McBryde
David McBryde is a financial adviser in Mona Vale, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000384214.
The licensee David advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). The current authorisation started on 30 September 2010.
The register records 2010 as the year David first provided financial advice. The qualifications listed for David include Bachelor of Arts with Bachelor of Laws (Macquarie University, 1986), Master of Business Administration (Macquarie University, 2001) and Diploma of Financial Services (Financial Planning) (Integratec (Australia) Pty Ltd, 2003).
David is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is David McBryde a registered financial adviser?
Yes. David McBryde is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000384214.
Which licensee does David McBryde work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can David McBryde 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."