David Sartor
Financial Adviser in Brisbane, Queensland, Australia
Review David Sartor
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 number001005362
- Location
- Brisbane QLD 4000
- Licensee
- Jbwere Ltd (AFSL 341162)
- Authorised since
- 29 October 2009
- First provided advice
- 1998
- Qualifications
- Bachelor Degree, Queensland University of Technology (1993); Chartered Accountant (CA), Institute of Chartered Accountants (1995)
- Memberships
- Australian Institute of Company Directors (AICD); Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, standard margin lending, derivatives, foreign exchange contracts
- Tax (financial) advice
- Yes
- Register status
- Current
About David Sartor
David Sartor is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Brisbane, Queensland (adviser number 001005362).
David provides advice as an authorised representative of Jbwere Ltd, which holds Australian financial services licence 341162. That authorisation dates from 29 October 2009.
The register records 1998 as the year David first provided financial advice. Qualifications and training on file include Bachelor Degree (Queensland University of Technology, 1993) and Chartered Accountant (CA) (Institute of Chartered Accountants, 1995). David is recorded as a member of Australian Institute of Company Directors (AICD), Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
David is authorised to advise on superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds and standard margin lending, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed David Sartor here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is David Sartor a registered financial adviser?
Yes. David Sartor is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005362.
Which licensee does David Sartor work under?
Jbwere Ltd, Australian financial services licence 341162.
What can David Sartor give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; standard margin lending; derivatives; foreign exchange contracts.