David Richard Sims
Financial Adviser in Brisbane City, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003537
- Location
- Brisbane City QLD 4000
- Licensee
- Advice Practice Alliance Pty Ltd (AFSL 552467)
- Authorised since
- 14 October 2024
- First provided advice
- 2012
- Qualifications
- Diploma of Financial Services (Financial Planning), International Institute of Technology (2012); Advanced Diploma of Financial Planning, International Institute of Technology (2013); Ethics and Professionalism in Financial Advice, Kaplan (2019); Graduate Diploma of Financial Planning, Kaplan (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About David Richard Sims
On the Financial Advisers Register kept by ASIC, David Richard Sims appears as a current financial adviser in Brisbane City, Queensland, adviser number 001003537.
David provides advice as an authorised representative of Advice Practice Alliance Pty Ltd, which holds Australian financial services licence 552467. The current authorisation started on 14 October 2024.
The register records 2012 as the year David first provided financial advice. The qualifications listed for David include Diploma of Financial Services (Financial Planning) (International Institute of Technology, 2012), Advanced Diploma of Financial Planning (International Institute of Technology, 2013) and Ethics and Professionalism in Financial Advice (Kaplan, 2019). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
David is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 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 Richard Sims a registered financial adviser?
Yes. David Richard Sims is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003537.
Which licensee does David Richard Sims work under?
Advice Practice Alliance Pty Ltd, Australian financial services licence 552467.
What can David Richard Sims give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts.