David Pritchard
Financial Adviser in North Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000280892
- Location
- North Sydney NSW 2060
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 1 October 2004
- First provided advice
- 2004
- Qualifications
- Diploma of Financial Services (Financial Planning), AMP Limited (2004); Advanced Diploma of Financial Services (Financial Planning), AMP Limited (2006); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2010)
- 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 Pritchard
David Pritchard is a financial adviser in North Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000280892.
Advice is given under the Australian financial services licence of Akumin Financial Planning Pty Limited, licence number 232706. That authorisation dates from 1 October 2004.
The register records 2004 as the year David first provided financial advice. The qualifications listed for David include Diploma of Financial Services (Financial Planning) (AMP Limited, 2004), Advanced Diploma of Financial Services (Financial Planning) (AMP Limited, 2006) and Self Managed Superannuation Funds (Kaplan Higher Education Pty Limited, 2010).
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.
The register adds a condition to this authorisation: “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 Pritchard a registered financial adviser?
Yes. David Pritchard is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000280892.
Which licensee does David Pritchard work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can David Pritchard 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."