David Paul Rundle
Financial Adviser in North Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000231901
- Location
- North Sydney NSW 2060
- Licensee
- Brela Group Pty Limited (AFSL 512840)
- Authorised since
- 1 March 2021
- First provided advice
- 1997
- Qualifications
- Bachelor of Commerce, University of Newcastle (1989); CPA Financial Planning Specialist, CPA Australia (2001); Margin Lending & Geared Investments, Kaplan Professional (2010)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA); Financial Planning Association (FPA) - Certified Financial Planner
- 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 Paul Rundle
On the Financial Advisers Register kept by ASIC, David Paul Rundle appears as a current financial adviser in North Sydney, New South Wales, adviser number 000231901.
Advice is given under the Australian financial services licence of Brela Group Pty Limited, licence number 512840. That authorisation dates from 1 March 2021.
The register records 1997 as the year David first provided financial advice. The qualifications listed for David include Bachelor of Commerce (University of Newcastle, 1989), CPA Financial Planning Specialist (CPA Australia, 2001) and Margin Lending & Geared Investments (Kaplan Professional, 2010). Professional memberships recorded: CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) – Certified Financial Planner.
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 Paul Rundle a registered financial adviser?
Yes. David Paul Rundle is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000231901.
Which licensee does David Paul Rundle work under?
Brela Group Pty Limited, Australian financial services licence 512840.
What can David Paul Rundle 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.