DAVID ALAN GOODWIN


Licensee: BANKSIA PARTNERS PTY LTD

DAVID ALAN GOODWIN (Adviser# 000440849) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is April 10, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name DAVID ALAN GOODWIN
Adviser Number 000440849
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2002
Financial Service (AFS) Licence Licence# 000287080
BANKSIA PARTNERS PTY LTD
Licence ABN 92070192764
Adviser Start Date 2018-04-10
Appointing Representative Name BANKSIA PARTNERS PTY LTD
Appointing Representative Number 000287080
Appointing Representative ABN 92070192764
Memberships Association of Superannuation Funds Australia (ASFA)
Australian Institute of Superannuation Trustees (AIST)
Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • DAVID ALAN GOODWIN
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business (Financial Planning With Distinction) RMIT

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000287080 BANKSIA PARTNERS PTY LTD 2018-04-10 - BANKSIA PARTNERS PTY LTD
000232729 ADVISER NETWORK PTY LTD
Licence controlled by: LINK ADMINISTRATION HOLDINGS LIMITED ~ LINK DIGITAL SOLUTIONS PTY LIMITED ~ LONSEC HOLDINGS PTY LTD [Date Ceased: 15/06/2017]
2013-07-01 - 2018-01-23 ADVISER NETWORK PTY LTD
000237333 VICSUPER PTY LTD 2004-02-01 - 2010-08-10

Licensee Information

Licence Name BANKSIA PARTNERS PTY LTD
Licence Number 000287080
Licence ABN 92070192764

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
TONY ZACCARDI Banksia Partners Pty Ltd Current 2013-07-22
BURHAN SIA Banksia Partners Pty Ltd Ceased 2011-03-21
RAYMOND DOUGLAS PAGE Banksia Partners Pty Ltd Current 2005-05-19

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
TONY ZACCARDI Banksia Partners Pty Ltd Current 2013-07-22
BURHAN SIA Banksia Partners Pty Ltd Ceased 2011-03-21
RAYMOND DOUGLAS PAGE Banksia Partners Pty Ltd Current 2005-05-19

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.