David Victor Winnett
Financial Adviser in Maryborough, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000259712
- Location
- Maryborough QLD 4650
- Licensee
- Infocus Securities Australia Pty Ltd (AFSL 236523)
- Authorised since
- 1 October 2014
- First provided advice
- 2002
- Qualifications
- Diploma of Financial Planning, Financial Planning Association (2003); Margin Lending and Geared Investments, Kaplan (2010); Self Managed Superannuation Funds, Kaplan (2010); ASX Listed Products Accreditation Course, LPAC Online (2015); Graduate Diploma of Financial Planning, Kaplan Professional (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 Victor Winnett
David Victor Winnett is a financial adviser in Maryborough, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000259712.
Advice is given under the Australian financial services licence of Infocus Securities Australia Pty Ltd, licence number 236523. That authorisation dates from 1 October 2014.
The register records 2002 as the year David first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Financial Planning Association, 2003), Margin Lending and Geared Investments (Kaplan, 2010) and Self Managed Superannuation Funds (Kaplan, 2010). 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 Victor Winnett a registered financial adviser?
Yes. David Victor Winnett is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000259712.
Which licensee does David Victor Winnett work under?
Infocus Securities Australia Pty Ltd, Australian financial services licence 236523.
What can David Victor Winnett 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.