David Walters Financial Planner Report

Name:
David James Walters

Rep Number:
000235952

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2011-08-10 onwards

Location:
Gladstone, , QLD, 0

Licensee
Name:

Number:
000246934

ABN:
76 006 637 225

Controlled By:

Appointed By
Name:
Wingillie (qld) Pty Ltd

Licence Number:
000409590

ABN:
35 128 846 266

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
Kaplan Professional Education
Advanced Diploma of Financial Services (Financial Planning)
University of New England
Bachelor of Business- Accounting
Financial Planning Association
Certified Financial Planner
Deakin Prime / Stockbrokers Association of Australia
Margin Lending Accreditation
Kaplan Professional Education
Self Managed Superannuation Funds

Memberships
CPA Australia (CPA)
Financial Planning Association of Australia (FPA)