David Coleman Financial Planner Report

Name:
David Lawrence Coleman

Rep Number:
000232645

Status:
Current

First Advice:
1984

Disciplinary action:
No action

Most Recent Role:
2007-07-02 onwards

Location:
Albury, , NSW, 0

ABN:
79 851 570 390

Licensee
Name:

Number:
000234951

ABN:
11 074 608 558

Controlled By:

Appointed By
Name:
Professional Investment Services Pty Ltd

Licence Number:
000234951

ABN:
11 074 608 558

May advise on following product areas:
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Superannuation

Qualifications
IAFP
Generic Financial Planning
IAFP
Managed Investments
IAFP
Risk Management
Securities Institute
Superannuation and Retirement Planning
IAFP
Taxation Planning

Memberships
Financial Planning Association of Australia (FPA)