DAVID JOHN LENARDUZZI

Financial Adviser · North Sydney, NSW

Registered

Registration Number

000267024

Registration Status

Registered

Location

North Sydney, NSW 2060

Providing Advice Since

1997

Registration Date

17/08/2018

Financial Services Licensee

EXECUTIVE WEALTH SOLUTIONS PTY LIMITED

Licence #000509230

📚 Qualifications & Training

2000 - Diploma of Financial Planning - - Financial Planning Association and Deakin University
2000 - Justice of the Peace - - Attorney Generals Dept NSW
2001 - Certified Financial Planner - - Financial Planning Association
2002 - Diploma in Financial Markets - - FINSIA
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)
Tax Practitioners Board

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.