Duncan Mitchell
Financial Adviser in West Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005214
- Location
- West Perth WA 6005
- Licensee
- Abbotts Wealth Management Pty Ltd (AFSL 303138)
- Authorised since
- 28 July 2025
- First provided advice
- 2008
- Qualifications
- Bachelor of Science, Murdoch University (1997); Diploma of Financial Planning, Kaplan Professional (2017); Self Managed Superannuation Funds, Kaplan Professional (2019); Economic and Legal Context for FInancial Planners, Kaplan (2025); Taxation for Financial Planning, Kaplan (2025)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Duncan Mitchell
On the Financial Advisers Register kept by ASIC, Duncan Mitchell appears as a current financial adviser in West Perth, Western Australia, adviser number 001005214.
Duncan provides advice as an authorised representative of Abbotts Wealth Management Pty Ltd, which holds Australian financial services licence 303138. The current authorisation started on 28 July 2025.
The register records 2008 as the year Duncan first provided financial advice. The qualifications listed for Duncan include Bachelor of Science (Murdoch University, 1997), Diploma of Financial Planning (Kaplan Professional, 2017) and Self Managed Superannuation Funds (Kaplan Professional, 2019).
Duncan is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Duncan Mitchell a registered financial adviser?
Yes. Duncan Mitchell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005214.
Which licensee does Duncan Mitchell work under?
Abbotts Wealth Management Pty Ltd, Australian financial services licence 303138.
What can Duncan Mitchell give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.