David Svent
Financial Adviser in Deepdene, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000242767
- Location
- Deepdene VIC 3103
- Licensee
- RKBJ Private Wealth Pty Ltd (AFSL 560765)
- Authorised since
- 12 November 2024
- First provided advice
- 1999
- Qualifications
- Advanced Diploma Financial Services (Financial Planning), Deakin University & Integratec (2003)
- 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 Svent
David Svent is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Deepdene, Victoria (adviser number 000242767).
The licensee David advises under is RKBJ Private Wealth Pty Ltd (AFS licence 560765). That authorisation dates from 12 November 2024.
According to the register, David first provided financial advice in 1999. Qualifications and training on file include Advanced Diploma Financial Services (Financial Planning) (Deakin University & Integratec, 2003). David is recorded as a member of Financial Advice Association of Australia (FAAA).
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.
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Questions people ask
Is David Svent a registered financial adviser?
Yes. David Svent is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000242767.
Which licensee does David Svent work under?
RKBJ Private Wealth Pty Ltd, Australian financial services licence 560765.
What can David Svent 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.