David Marwood Financial Planner Report

Name:
David Marwood

Rep Number:
000238837

Status:
Current

First Advice:
1996

Disciplinary action:
No action

Most Recent Role:
2011-05-06 onwards

Location:
Mildura, , VIC, 0

Licensee
Name:

Number:
000246638

ABN:
14 076 093 680

Controlled By:

Appointed By
Name:
Interprac Financial Planning Pty Ltd

Licence Number:
000246638

ABN:
14 076 093 680

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
Ballarat College of Advanced Education
Bachelor of Business
Institute of Chartered Accountants
CA Professional Year
Financial Planning Association
CFP B The Process of Financial Planning
Financial Planning Association
Diploma of Financial Planning
Tax Practitioners Board
Taxation Law (Completed with Bachelor of Business)

Memberships
Association of Independently Owned Financial Professionals (AIOFP)
CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)
National Tax & Accountants' Association