David Coutts Financial Planner Report

Name:
David Mark Coutts

Rep Number:
000240509

Status:
Current

First Advice:
2001

Disciplinary action:
No action

Most Recent Role:
2014-10-08 onwards

Location:
Darwin, , NT, 0

Licensee
Name:

Number:
000234665

ABN:
35 002 976 294

Controlled By:

Appointed By
Name:
Charter Financial Planning Limited

Licence Number:
000234665

ABN:
35 002 976 294

May advise on following product areas:
Non-basic Deposit Products
Derivatives
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
Tribeca
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
Diploma of Financial Services (Financial Planning)

Memberships
AFA - Association of Financial Advisers
Financial Planner AFP (FPA)