Data sourced from ASIC Financial Advisers Register
Financial Adviser · BOWEN HILLS, QLD

David Allan Vanden Berg

BOWEN HILLS, QLD
23 Years experience
Tax advice
authorised
ASIC Registered · ADV 000263500
Currently at
Adrians Private Wealth
Fortitude Valley, QLD (firm address)
View firm profile

About David Allan Vanden Berg

David Allan Vanden Berg is a financial adviser based in Bowen Hills, Queensland, with 23 years of experience in the financial services industry since 2003. David is currently authorised under Adrians Wealth Management, operating through Adrians Private Wealth. 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 Certified Financial Planner from Financial Planning Association. David is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

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

2002
Bachelor of Commerce (Banking and Finance) (Qualification)
Griffith University
2003
Master of Financial Planning
Griffith University
2011
Margin Lending & Geared Investments
Kaplan Professional
2014
SMSF Specialist Advisor Program
SPAA
2017
Certified Financial Planner
Financial Planning Association
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2020
FASEA Adviser Exam
FASEA

Registration History

Adrians Wealth Management Pty Ltd
Oct 2023 - Present Current
Adrians Wealth Management Pty Ltd
Aug 2020 - May 2024 Ceased
Hunter Green Pty Ltd
Aug 2017 - Aug 2020 Ceased
Charter Financial Planning Limited
Jun 2015 - Jun 2017 Ceased
Further Restrictions: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
GENESYS WEALTH ADVISERS PTY LIMITED
May 2009 - Jun 2015 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register