David Satwant Sidhu
Financial Adviser in Southport, Queensland, Australia
Review David Satwant Sidhu
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 number000231931
- Location
- Southport QLD 4215
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 15 December 2023
- First provided advice
- 2003
- Qualifications
- Bachelor of Business (Accounting), Southern Cross University (1995); Chartered Accountant (CA), Chartered Accountants Australia and New Zealand (CA ANZ) (2000); SMSF Specialist Advisor, SMSF Association (2005); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2008); Diploma of Carbon Management, Swinburne University of Technology (2014); Tier 1 Margin Lending, Kaplan Professional (2016); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); SMSF Association
- 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 Satwant Sidhu
On the Financial Advisers Register kept by ASIC, David Satwant Sidhu appears as a current financial adviser in Southport, Queensland, adviser number 000231931.
David provides advice as an authorised representative of Count Financial Limited, which holds Australian financial services licence 227232. That authorisation dates from 15 December 2023.
According to the register, David first provided financial advice in 2003. Qualifications and training on file include Bachelor of Business (Accounting) (Southern Cross University, 1995), Chartered Accountant (CA) (Chartered Accountants Australia and New Zealand (CA ANZ), 2000) and SMSF Specialist Advisor (SMSF Association, 2005). David is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Association.
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.
Reviews
Nobody has reviewed David Satwant Sidhu here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is David Satwant Sidhu a registered financial adviser?
Yes. David Satwant Sidhu is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000231931.
Which licensee does David Satwant Sidhu work under?
Count Financial Limited, Australian financial services licence 227232.
What can David Satwant Sidhu 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.