David Jackson Financial Planner Report

Name:
David Jackson

Rep Number:
000241033

Status:
Current

First Advice:
1988

Disciplinary action:
No action

Most Recent Role:
2017-05-16 onwards

Licensee
Name:

Number:
000409361

ABN:
89 125 557 002

Controlled By:

Appointed By
Name:
Merit Wealth Pty Ltd

Licence Number:
000409361

ABN:
89 125 557 002

May advise on following product areas:
Non-basic Deposit Products
Superannuation

Qualifications
Premium Accounting Group
ASIC RG146 Financial Planning, Superannuation and Managed Investments
Financial Education Professionals
ASIC RG146 Self Managed Superannuation Funds
CPA Australia
Intensive Course in Financial Planning

Memberships
Chartered Accountants Australia and New Zealand (CA)