Financial Adviser
· BRISBANE CITY, QLD
David Richard Sims
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003537
David Richard Sims is a financial adviser based in Brisbane City, Queensland, with 14 years of experience in the financial services industry since 2012. David is currently authorised under Advice Practice Alliance, operating through Tyche Plutus. 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 Graduate Diploma of Financial Planning from Kaplan. David is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2012
Diploma of Financial Services (Financial Planning)
International Institute of Technology
2013
Advanced Diploma of Financial Planning
International Institute of Technology
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2021
Graduate Diploma of Financial Planning
Kaplan
Registration History
SUNCORP FINANCIAL SERVICES PTY LTD
Superannuation excludes SMSF Advice
Source: ASIC Financial Advisers Register