David Simpson Financial Planner Report

Name:
David Simpson

Rep Number:
000231637

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2012-07-02 onwards

Location:
Cowra, Regional NSW, NSW, 2794

ABN:
74 435 116 503

Licensee
Name:

Number:
000224543

ABN:
55 094 972 540

Controlled By:

Appointed By
Name:
Fyg Planners Pty Ltd

Licence Number:
000224543

ABN:
55 094 972 540

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Mitchell CAE
Bachelor of Business
The Institute of Chartered Accountants in Australia
Certificate of Membership
Institute of Chartered Accountants in Australia
Financial Planning Specialist
Count Wealth Accountants
Introductory Training Course
Kaplan Professional Education
Margin Lending & Geared Investments

Memberships
Chartered Accountants Australia and New Zealand (CA)