David Pett Financial Planner Report

Name:
David Roy Pett

Rep Number:
000247700

Status:
Current

First Advice:
1998

Disciplinary action:
No action

Most Recent Role:
2004-01-01 onwards

Licensee
Name:

Number:
000232705

ABN:
77 003 323 055

Controlled By:

Appointed By
Name:
Hillross Financial Services Limited

Licence Number:
000232705

ABN:
77 003 323 055

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
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Central Queensland University (CQU)
Associate Diploma of Business (Accounting)
Deakin University
Diploma of Financial Planning

Memberships
CFP - Certified Financial Planner (FPA)
SSA - SMSF Specialist Accreditation (SPAA)