David Vaughan
Financial Adviser in Cronulla, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000455752
- Location
- Cronulla NSW 2230
- Licensee
- Walker Lane Pty Ltd (AFSL 509305)
- Authorised since
- 27 September 2022
- First provided advice
- 2014
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2011); Bachelor of Commerce, Deakin university (2013); Diploma of Financial Planning, RG146 Mentor Education Group (2013); Cavendish & ICFS Specialist SMSF Course, The University of Adelaide (2015); Master of Financial Planning, The University of New South Wales (2022)
- 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 Vaughan
On the Financial Advisers Register kept by ASIC, David Vaughan appears as a current financial adviser in Cronulla, New South Wales, adviser number 000455752.
The licensee David advises under is Walker Lane Pty Ltd (AFS licence 509305). That authorisation dates from 27 September 2022.
According to the register, David first provided financial advice in 2014. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2011), Bachelor of Commerce (Deakin university, 2013) and Diploma of Financial Planning (RG146 Mentor Education Group, 2013). 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 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 Vaughan a registered financial adviser?
Yes. David Vaughan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000455752.
Which licensee does David Vaughan work under?
Walker Lane Pty Ltd, Australian financial services licence 509305.
What can David Vaughan 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.