David Robert Sayer
Financial Adviser in New Lambton Heights, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001238506
- Location
- New Lambton Heights NSW 2305
- Licensee
- HNW Planning Pty Ltd (AFSL 225216)
- Authorised since
- 10 March 2017
- First provided advice
- 2008
- Qualifications
- Bachelor of Business, Newcastle University (2005); Bachelor of Economics, University of Newcastle (2005); Advanced Diploma Financial Services FP, Kaplan (2010); SMSF Certificate, Kaplan (2012); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020); Financial Adviser Exam, FASEA (2020)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About David Robert Sayer
David Robert Sayer is listed on ASIC’s Financial Advisers Register as a current financial adviser based in New Lambton Heights, New South Wales (adviser number 001238506).
The licensee David advises under is HNW Planning Pty Ltd (AFS licence 225216). That authorisation dates from 10 March 2017.
The register records 2008 as the year David first provided financial advice. Qualifications and training on file include Bachelor of Business (Newcastle University, 2005), Bachelor of Economics (University of Newcastle, 2005) and Advanced Diploma Financial Services FP (Kaplan, 2010). 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 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 Robert Sayer a registered financial adviser?
Yes. David Robert Sayer is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001238506.
Which licensee does David Robert Sayer work under?
HNW Planning Pty Ltd, Australian financial services licence 225216.
What can David Robert Sayer 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.