Financial Adviser
· MOSMAN, NSW
David James Hardman
No disciplinary history on record with ASIC
MOSMAN,
NSW
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000206
David James Hardman is a financial adviser based in Mosman, New South Wales, with 29 years of experience in the financial services industry since 1997. David is currently authorised under Capstone Financial Planning, operating through Cape Baudin. 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 Economics from University of Tasmania.
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
1997
Bachelor of Economics
University of Tasmania
2011
Margin Lending and Geared Investments
Kaplan Professional
2022
Accredited Listed Product Adviser Program
Kaplan Professional
2022
SMSF Knowledge
Monarch Institute
2025
Commercial Law
Kaplan Professional
2025
Tax for Financial Planning
Kaplan Professional