David Ryan Counsel
Financial Adviser in Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000448152
- Location
- Perth WA 6000
- Licensee
- Fitzpatricks Private Wealth Pty Ltd (AFSL 247429)
- Authorised since
- 1 April 2019
- First provided advice
- 2013
- Qualifications
- (FNS60404) Advanced Diploma of Financial Services (Financial Planning), Pinnacle Financial Services Academy (2010); Bachelor of Commerce, The University of Western Australia (2010); Bachelor of Economics, The University of Western Australia (2010); CFP Certification Program, Financial Planning Association of Australia Limited (2013); FPC002B Ethics and Professionalism in Financial Advice., Kaplan Higher Education (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 Ryan Counsel
On the Financial Advisers Register kept by ASIC, David Ryan Counsel appears as a current financial adviser in Perth, Western Australia, adviser number 000448152.
Advice is given under the Australian financial services licence of Fitzpatricks Private Wealth Pty Ltd, licence number 247429. The current authorisation started on 1 April 2019.
The register records 2013 as the year David first provided financial advice. The qualifications listed for David include (FNS60404) Advanced Diploma of Financial Services (Financial Planning) (Pinnacle Financial Services Academy, 2010), Bachelor of Commerce (The University of Western Australia, 2010) and Bachelor of Economics (The University of Western Australia, 2010). David is recorded as a member of 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 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 Ryan Counsel a registered financial adviser?
Yes. David Ryan Counsel is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000448152.
Which licensee does David Ryan Counsel work under?
Fitzpatricks Private Wealth Pty Ltd, Australian financial services licence 247429.
What can David Ryan Counsel 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.