David Samuel Linco
Financial Adviser in Brookvale, New South Wales, Australia
Review David Samuel Linco
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000284156
- Location
- Brookvale NSW 2100
- Licensee
- Nextplan Financial Pty Ltd (AFSL 452996)
- Authorised since
- 9 December 2024
- First provided advice
- 2008
- Qualifications
- Associate Diploma of Business (Accounting), Charles Darwin University (1992); Bachelor of Business, Charles Darwin University (1994); Self Managed Superannuation Funds, Mentor Education (2011); Advanced Diploma Financial Planning, Mentor Education (2014); Ethics & Professionalism in Financial Advice, Kaplan Professional (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
- Tax (financial) advice
- Yes
- Register status
- Current
About David Samuel Linco
On the Financial Advisers Register kept by ASIC, David Samuel Linco appears as a current financial adviser in Brookvale, New South Wales, adviser number 000284156.
The licensee David advises under is Nextplan Financial Pty Ltd (AFS licence 452996). That authorisation dates from 9 December 2024.
According to the register, David first provided financial advice in 2008. The qualifications listed for David include Associate Diploma of Business (Accounting) (Charles Darwin University, 1992), Bachelor of Business (Charles Darwin University, 1994) and Self Managed Superannuation Funds (Mentor Education, 2011). Professional memberships recorded: 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 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed David Samuel Linco here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is David Samuel Linco a registered financial adviser?
Yes. David Samuel Linco is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000284156.
Which licensee does David Samuel Linco work under?
Nextplan Financial Pty Ltd, Australian financial services licence 452996.
What can David Samuel Linco 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.