Thomas Davie Financial Planner Report

Name:
Thomas Matthew Davie

Rep Number:
000237454

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2003-09-12 onwards

Licensee
Name:

Number:
000234721

ABN:
96 078 265 264

Appointed By
Name:
Rubicon Financial Services Limited

Licence Number:
000234721

ABN:
96 078 265 264

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
Own Managed Investment Scheme Only
Retirement Savings Account Products
Securities
Superannuation

Qualifications
FPA
Certified Financial Planning Course
Latrobe University
Diploma of Electronic Engeneering