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David Camilo Perez Estupinan

Name
David Camilo Perez Estupinan
ID
1006271
ABN
–
First Provided Advice
2014

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2011 - Master of International Finance - Masters Degree (AQF 9) - Deakin University of Australia
  • 2011 - Master of Professional Accounting - - Deakin University
  • 2011 - Master of Professional Accounting - Masters Degree (AQF 9) - Deakin University of Australia
  • 2011 - Masters of International Finance (Financial Planning) - - Deakin University
  • 2014 - CFP Certification - Professional Designations - Financial Planning Association
  • 2016 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan
  • 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • FINSIA
  • Financial Advice Association of Australia (FAAA)

Licencee

Status
Ceased
Licence Holder
Lifespan Financial Planning Pty Ltd (#229892)
Commenced
Nov. 5, 2021
Ceased
May 30, 2024
Status
Ceased
Licence Holder
Onefocus Private Wealth Pty Ltd (#228914)
Commenced
Aug. 14, 2020
Ceased
Oct. 20, 2021
Status
Current
Licence Holder
Ahr Private Wealth Pty ltd (#543254)
Commenced
May 30, 2024

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Onefocus Private Wealth Pty Ltd (#228914)
Commenced
March 27, 2017
Ceased
Nov. 24, 2017
Status
Ceased
Licence Holder
Paradigm Wealth Advisors Pty Ltd (#232459)
Commenced
April 14, 2014
Ceased
March 23, 2017