Duncan Robert Essery
Financial Adviser in Kew, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000301098
- Location
- Kew VIC 3101
- Licensee
- Ara Consultants Pty Ltd (AFSL 224150)
- Authorised since
- 15 April 2013
- First provided advice
- 2003
- Qualifications
- Bachelor of Business, Swinburne University of Technoloy (1995); Certified Practising Accountant (CPA) Program, Certified Public Accountants of Australia Pty (2002); Diploma of Financial Planning (8 Units), Financial Planning Association of Australia Limited (2003); Diploma of Financial Planning, Financial Planning Association (2004); CFP Certification, Financial Planning Association of Australia Limited (2005); Certificate IV Certificate IV in Credit Management, Kaplan Education Pty Ltd (2015); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Ltd (2020)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, life risk insurance, life investment products, government debentures, stocks and bonds, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Duncan Robert Essery
Duncan Robert Essery is a financial adviser in Kew, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000301098.
Duncan provides advice as an authorised representative of Ara Consultants Pty Ltd, which holds Australian financial services licence 224150. The current authorisation started on 15 April 2013.
The register records 2003 as the year Duncan first provided financial advice. Qualifications and training on file include Bachelor of Business (Swinburne University of Technoloy, 1995), Certified Practising Accountant (CPA) Program (Certified Public Accountants of Australia Pty, 2002) and Diploma of Financial Planning (8 Units) (Financial Planning Association of Australia Limited, 2003). Professional memberships recorded: CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, life risk insurance, life investment products, government debentures, stocks and bonds and standard margin lending. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Duncan Robert Essery a registered financial adviser?
Yes. Duncan Robert Essery is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000301098.
Which licensee does Duncan Robert Essery work under?
Ara Consultants Pty Ltd, Australian financial services licence 224150.
What can Duncan Robert Essery give advice on?
The register lists these advice areas: superannuation; securities; life risk insurance; life investment products; government debentures, stocks and bonds; standard margin lending.