David Paul Searle
Financial Adviser in Broadbeach, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000274560
- Location
- Broadbeach QLD 4218
- Licensee
- Picture Wealth Advisory Pty Ltd (AFSL 530789)
- Authorised since
- 23 September 2024
- First provided advice
- 2004
- Qualifications
- Diploma of Financial Markets, Securities Institute (2000); Diploma of Financial Planning, International Institute of Technology Pty Ltd (IIT) (2016); FPC001B Economic & Legal Context for Financial Planning, Kaplan Professional (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Restriction
- Not Authorised for Self-Managed Superannuation Funds or Standard Margin Lending facility.
- Tax (financial) advice
- Yes
- Register status
- Current
About David Paul Searle
On the Financial Advisers Register kept by ASIC, David Paul Searle appears as a current financial adviser in Broadbeach, Queensland, adviser number 000274560.
Advice is given under the Australian financial services licence of Picture Wealth Advisory Pty Ltd, licence number 530789. That authorisation dates from 23 September 2024.
According to the register, David first provided financial advice in 2004. Qualifications and training on file include Diploma of Financial Markets (Securities Institute, 2000), Diploma of Financial Planning (International Institute of Technology Pty Ltd (IIT), 2016) and FPC001B Economic & Legal Context for Financial Planning (Kaplan Professional, 2021). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Not Authorised for Self-Managed Superannuation Funds or Standard Margin Lending facility.”
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Questions people ask
Is David Paul Searle a registered financial adviser?
Yes. David Paul Searle is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000274560.
Which licensee does David Paul Searle work under?
Picture Wealth Advisory Pty Ltd, Australian financial services licence 530789.
What can David Paul Searle 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. It also records this restriction: "Not Authorised for Self-Managed Superannuation Funds or Standard Margin Lending facility."