David Williams Financial Planner Report

Name:
David Anthony Williams

Rep Number:
000242011

Status:
Current

First Advice:
2005

Disciplinary action:
No action

Most Recent Role:
2006-08-07 onwards

Location:
Singleton, , NSW, 0

Licensee
Name:

Number:
000240837

ABN:
60 003 474 977

Controlled By:

Appointed By
Name:
Bridges Financial Services Pty Limited

Licence Number:
000240837

ABN:
60 003 474 977

May advise on following product areas:
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Miscellaneous Financial Investment Products
Retirement Savings Account Products
Securities
Superannuation

Qualifications
University of Newcastle
Bachelor of Commerce
Financial Planning Association of Australia (FPA)
Certified Financial Planner Program
Deakin University
Diploma of Financial Planning
Kaplan Professional Education
Margin Lending and Geared Investments

Memberships
Financial Planning Association of Australia (FPA)