David Andrew Financial Planner Report

Name:
David Lloyd Andrew

Rep Number:
000230552

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2007-07-01 onwards

Licensee
Name:

Number:
000227148

ABN:
27 086 670 788

Appointed By
Name:
Capital Partners Consulting Pty Ltd

Licence Number:
000227148

ABN:
27 086 670 788

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

Qualifications
Centre for Fiduciary Excellence
Accredited Investment Fiduciary
University of Western Australia
Bachelor of Physical Education
Kaplan
Cert IV in Finance and Mortgage Broking
Securities Institute of Australia
Grad Diploma Applied Finance & Inv
Securities Institute of Australia
Grad Diploma Financial Planning

Memberships
Australian Institute of Company Directors
FINSIA
Financial Planning Association of Australia (FPA)