David Wallace
Financial Adviser in Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005363
- Location
- Perth WA 6000
- Licensee
- Jbwere Ltd (AFSL 341162)
- Authorised since
- 29 October 2009
- First provided advice
- 2008
- Qualifications
- Bachelor Degree, UWA (1993); Graduate Diploma, FINSIA (2008)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, standard margin lending, derivatives, foreign exchange contracts
- Restriction
- Superannuation - Can only advise on a person's existing holding in a superannuation product
- Tax (financial) advice
- Yes
- Register status
- Current
About David Wallace
On the Financial Advisers Register kept by ASIC, David Wallace appears as a current financial adviser in Perth, Western Australia, adviser number 001005363.
The licensee David advises under is Jbwere Ltd (AFS licence 341162). The current authorisation started on 29 October 2009.
The register records 2008 as the year David first provided financial advice. Qualifications and training on file include Bachelor Degree (UWA, 1993) and Graduate Diploma (FINSIA, 2008).
David is authorised to advise on superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds and standard margin lending, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Superannuation – Can only advise on a person’s existing holding in a superannuation product.”
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Questions people ask
Is David Wallace a registered financial adviser?
Yes. David Wallace is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005363.
Which licensee does David Wallace work under?
Jbwere Ltd, Australian financial services licence 341162.
What can David Wallace give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; standard margin lending; derivatives; foreign exchange contracts. It also records this restriction: "Superannuation - Can only advise on a person's existing holding in a superannuation product."