David Robert John McCarthy
Financial Adviser in Wembley, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000468500
- Location
- Wembley WA 6014
- Licensee
- Bedbrook Partners Pty Ltd (AFSL 427925)
- Authorised since
- 6 June 2025
- First provided advice
- 2014
- Qualifications
- Bachelor of Agri Business, Curtin University (2002); Graduate Diploma of Financial Planning, Kaplan Higher Education (2014); Self-Managed Super Fund Program, Kaplan Higher Education (2015); Master of Financial Planning, Kaplan (2017); Ethics and Professionalism in Financial Advice, KAPLAN Higher Education (2019)
- Memberships
- AAAC (WA); 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
- Tax (financial) advice
- Yes
- Register status
- Current
About David Robert John McCarthy
David Robert John McCarthy is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Wembley, Western Australia (adviser number 000468500).
The licensee David advises under is Bedbrook Partners Pty Ltd (AFS licence 427925). That authorisation dates from 6 June 2025.
The register records 2014 as the year David first provided financial advice. The qualifications listed for David include Bachelor of Agri Business (Curtin University, 2002), Graduate Diploma of Financial Planning (Kaplan Higher Education, 2014) and Self-Managed Super Fund Program (Kaplan Higher Education, 2015). Professional memberships recorded: AAAC (WA) and Financial Advice Association of Australia (FAAA).
David is authorised to advise 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.
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Questions people ask
Is David Robert John McCarthy a registered financial adviser?
Yes. David Robert John McCarthy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000468500.
Which licensee does David Robert John McCarthy work under?
Bedbrook Partners Pty Ltd, Australian financial services licence 427925.
What can David Robert John McCarthy 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.