David Roy Baruffi
AKUMIN FINANCIAL PLANNING PTY LIMITED · South Perth WA 6151 · 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
- 000249579
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- AKUMIN FINANCIAL PLANNING PTY LIMITED · AFSL 232706Since 1 January 2004
- Principal business address
- South Perth WA 6151
- First year providing advice
- 1997
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- Further restrictions
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
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
- Derivatives
- 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.
- CURRENTJan 2004 – presentAKUMIN FINANCIAL PLANNING PTY LIMITED · AFSL 232706
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
FPC002B Ethics and Professionalism in Financial Advice
Kaplan Higher Education Pty Limited · 2021 · Bridging Course - Ethics
Diploma of Financial Services (Finance/Mortgage Broking Management)
Kaplan Higher Education Pty Limited · 2012 · Diploma (AQF 5)
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited · 2010 · Other
SMSF Specialist Advisor Program
SMSF Association · 2008 · Other
Master of Taxation
Curtin University · 2007 · Masters Degree (AQF 9)
Certificate IV Financial Services (Finance/Mortgage Broking)
Tribeca · 2006 · Certificate (AQF 1-4)
Postgraduate Diploma in Business (Taxation)
Curtin University · 2006 · Graduate Diploma (AQF 8)
Graduate Certificate in Taxation
Curtin University · 2005 · Graduate Certificate (AQF 8)
8 unit Diploma of Financial Planning
Financial Planning Association of Australia (FPA) · 2001 · Advanced Diploma (AQF 6)
Bachelor of Economics
University of Western Australia · 1981 · 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 Roy Baruffi claims the profile.
Reviews
Not yet reviewed
No client has reviewed David Roy Baruffi on Souffle yet.
Contacting David Roy Baruffi
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
AKUMIN FINANCIAL PLANNING PTY LIMITED · AFSL 232706
- 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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