David Kimberley Venn
MACQUARIE BANK LIMITED · Perth WA 6000 · Advising since 1997
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001236150
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by (current)
- MACQUARIE BANK LIMITED · AFSL 237502Since 5 December 2019MACQUARIE EQUITIES LIMITED · AFSL 237504Since 30 June 2016
- Principal business address
- Perth WA 6000
- First year providing advice
- 1997
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTDec 2019 – presentMACQUARIE BANK LIMITED · AFSL 237502
- CURRENTJun 2016 – presentMACQUARIE EQUITIES LIMITED · AFSL 237504
- CEASEDOct 2015 – May 2016CHARTER FINANCIAL PLANNING LIMITED · AFSL 234665
- CEASEDNov 2014 – Aug 2015WESTPAC BANKING CORPORATION · AFSL 233714
- CEASEDFeb 2006 – Oct 2014BELL POTTER PLATFORMS PTY LTD · AFSL 247289
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)
Financial Education Professionals Pty Ltd · 2016 · Other
Advanced Diploma of Financial Planning
Monarch Institute · 2014 · Advanced Diploma (AQF 6)
Diploma of Financial Planning
Monarch Institute · 2014 · Diploma (AQF 5)
Self Managed Superannuation Funds
Monarch Institute · 2014 · Other
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited · 2011 · Other
Accredited Derivatives Adviser - Level 2
Australian Stock Exchange Limited · 2002 · Other
Bachelor of Economics
Murdoch University · 1997 · Bachelor Degree (AQF 7)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once David Kimberley Venn claims the profile.
Reviews
Not yet reviewed
No client has reviewed David Kimberley Venn on Souffle yet.
Contacting David Kimberley Venn
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
MACQUARIE BANK LIMITED · AFSL 237502
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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