David Watson Financial Planner Report

Name:
David Martin Watson

Rep Number:
000239514

Status:
Current

First Advice:
1996

Disciplinary action:
No action

Most Recent Role:
2016-07-01 onwards

Licensee
Name:

Number:
000479993

Appointed By
Name:
Bellwether Financial Group Pty Ltd

Licence Number:
000479993

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
Securities Institute of Australia
Diploma in Financial Markets
Financial Planning Association
Diploma of Financial Planning
Financial Essentials
Margin Lending Accreditation Program
Tribeca
Self Managed Superannuation Funds

Memberships
Financial Planning Association of Australia (FPA)
Finsia