Financial Adviser · NORTH SYDNEY, NSW

David Paul Rundle

NORTH SYDNEY, NSW
29 Years experience
Tax advice
authorised
ASIC Registered · ADV 000231901
Currently at
North Sydney, NSW (firm address)

About David Paul Rundle

David Paul Rundle is a financial adviser based in North Sydney, New South Wales, with 29 years of experience in the financial services industry since 1997. David is currently authorised under Brela Group, operating through Achieve Financial Services. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David's qualifications include a Bachelor of Commerce from University of Newcastle. David is a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1989
Bachelor of Commerce
University of Newcastle
1994
CPA
CPA Australia
2001
CPA Financial Planning Specialist
CPA Australia
2010
Margin Lending & Geared Investments
Kaplan Professional

Registration History

Mar 2021 - Present Current
Jul 2003 - Feb 2021 Ceased

Source: ASIC Financial Advisers Register