David Lunn Financial Planner Report

Name:
David Lunn

Rep Number:
000239790

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2013-03-06 onwards

Licensee
Name:

Number:
000357306

ABN:
54 139 889 535

Controlled By:

Appointed By
Name:
Fortnum Private Wealth Ltd

Licence Number:
000357306

ABN:
54 139 889 535

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
MDA Services
Retirement Savings Account Products
Securities
Superannuation

Qualifications
University of Technology, Sydney
B. Eng (Elec) Hons
Securities Institute
Graduate Diploma of Financial Planning
University of Technology, Sydney
MBA (Sub Fin)
SPAA
SMSF Specialist Advisor

Memberships
SMSF Association