David Sharpe
Financial Adviser in West Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000237326
- Location
- West Perth WA 6005
- Licensee
- Globe Financial Planning Pty Ltd (AFSL 499923)
- Authorised since
- 22 December 2017
- First provided advice
- 2004
- Qualifications
- Bachelor of Commerce, Curtin University (2002); Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2004); Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (2007); FPC002B Ethics and Professionalism in Financial Advice, Kaplan (2020)
- Memberships
- Australian Institute of Company Directors (AICD); 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 Sharpe
David Sharpe is listed on ASIC’s Financial Advisers Register as a current financial adviser based in West Perth, Western Australia (adviser number 000237326).
The licensee David advises under is Globe Financial Planning Pty Ltd (AFS licence 499923). That authorisation dates from 22 December 2017.
According to the register, David first provided financial advice in 2004. Qualifications and training on file include Bachelor of Commerce (Curtin University, 2002), Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2004) and Certified Financial Planner (CFP) (Financial Planning Association of Australia (FPA), 2007). David is recorded as a member of Australian Institute of Company Directors (AICD) and 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 Sharpe a registered financial adviser?
Yes. David Sharpe is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000237326.
Which licensee does David Sharpe work under?
Globe Financial Planning Pty Ltd, Australian financial services licence 499923.
What can David Sharpe 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.