David Carli Financial Planner Report

Name:
David Lawrence De Carli

Rep Number:
000237133

Status:
Current

First Advice:
1997

Disciplinary action:
No action

Most Recent Role:
2016-10-14 onwards

Licensee
Name:

Number:
000423710

ABN:
42 154 012 085

Controlled By:

Appointed By
Name:
First Mutual Australia Pty Ltd

Licence Number:
000423710

ABN:
42 154 012 085

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Financial Planning Association of Australia
Advanced Diploma of Financial Services (Financial Planning)
Deakin University
Bachelor of Commerce
Financial Planning Association of Australia
Diploma of Financial Planning
Kaplan Education Pty Ltd
Self Managed Superannuation Funds

Memberships
Financial Planning Association of Australia (FPA)