David Raits Financial Planner Report

Name:
David Martin Raits

Rep Number:
000246602

Status:
Ceased

First Advice:
1994

Disciplinary action:
No action

Most Recent Role:
2013-12-08 - 2011-10-10

Licensee
Name:

Number:
000240959

ABN:
40 083 233 925

Controlled By:

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
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Savings Factory
ASX Listed Products Accreditation Course
Phillip Institute of Technology (RMIT)
Bachelor of Business - Accounting
Financial Planning Association of Australia (FPA)
Certified Financial Planner (CFP)
CPA Australia
Certified Practising Accountant (CPA)
Kaplan Professional
Margin Lending & Geared Investments

Memberships
CPA Australia (CPA)
Financial Planning Association of Australia (FPA)