David Graham Financial Planner Report

Name:
David L Graham

Rep Number:
000245963

Status:
Current

First Advice:
2002

Disciplinary action:
No action

Most Recent Role:
2003-12-01 onwards

ABN:
82 748 517 057

Licensee
Name:

Number:
000240687

ABN:
48 009 189 495

Controlled By:

Appointed By
Name:
Securitor Financial Group Ltd

Licence Number:
000240687

ABN:
48 009 189 495

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
Financial Planning Association of Australia
Certified Financial Planner
Securities Institute of Australia
Diploma of Financial Planning
Kaplan Professional Education
Graduate Diploma of Financial Planning
Kaplan Professional Education
Master of Applied Finance
SMSF Professionals' Association of Australia
Self Managed Super Fund Specialist Adviser

Memberships
Financial Planning Association of Australia (FPA)
SMSF Specialist Advisor