Financial Adviser · BROOKVALE, NSW

David Samuel Linco

BROOKVALE, NSW
18 Years experience
Tax advice
authorised
ASIC Registered · ADV 000284156
Currently at
Ringwood, VIC (firm address)

David Samuel Linco is a financial adviser based in Brookvale, New South Wales, with 18 years of experience in the financial services industry since 2008. David is currently authorised under Nextplan Financial. 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 Business from Charles Darwin University. 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 Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

1992
Associate Diploma of Business (Accounting)
Charles Darwin University
1994
Bachelor of Business
Charles Darwin University
2011
Self Managed Superannuation Funds
Mentor Education
2014
Advanced Diploma Financial Planning
Mentor Education
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Dec 2024 - Present Current
Apr 2012 - Dec 2024 Ceased
A.C.N. 116 900 362 LIMITED
May 2009 - Apr 2012 Ceased

Source: ASIC Financial Advisers Register