David Wilcock
Financial Adviser in Brisbane, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000253542
- Location
- Brisbane QLD 4000
- Licensee
- Sira Group Pty Ltd (AFSL 278423)
- Authorised since
- 1 October 2018
- First provided advice
- 1999
- Qualifications
- Bachelor of Commerce, University of QLD (1996); Graduate Diploma of Financial Planning, Securities Institute (1999); DPML Margin Lending, Pinnacle (2011); Certificate in Specialist SMSF Advice, Pinnacle (2014); Financial Adviser Exam, FASEA (2021); Ethics & Professionalism in Financial Advice, Kaplan Professional (2023)
- 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, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About David Wilcock
On the Financial Advisers Register kept by ASIC, David Wilcock appears as a current financial adviser in Brisbane, Queensland, adviser number 000253542.
Advice is given under the Australian financial services licence of Sira Group Pty Ltd, licence number 278423. The current authorisation started on 1 October 2018.
According to the register, David first provided financial advice in 1999. The qualifications listed for David include Bachelor of Commerce (University of QLD, 1996), Graduate Diploma of Financial Planning (Securities Institute, 1999) and DPML Margin Lending (Pinnacle, 2011). 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 10 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 Wilcock a registered financial adviser?
Yes. David Wilcock is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000253542.
Which licensee does David Wilcock work under?
Sira Group Pty Ltd, Australian financial services licence 278423.
What can David Wilcock 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; managed discretionary account services.