David Lutz Financial Planner Report

Name:
David John Lutz

Rep Number:
000227559

Status:
Current

First Advice:
1995

Disciplinary action:
No action

Most Recent Role:
2009-01-01 onwards

Licensee
Name:

Number:
000324234

ABN:
43 108 566 758

Appointed By
Name:
Secure Investment Planning Pty Ltd

Licence Number:
000324234

ABN:
43 108 566 758

May advise on following product areas:
Non-basic Deposit Products
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Queensland Institute of Technology
Bachelor of Business
Kaplan University
Certificate IV in Training
Kaplan University
Certificate in Financial Markets
Melbourne University
Certified Financial Planner
Accountants Association
Certified Practicing Accountant