David Leese Financial Planner Report

Name:
David Leese

Rep Number:
000248581

Status:
Current

First Advice:
1998

Disciplinary action:
No action

Most Recent Role:
2008-11-01 onwards

Licensee
Name:

Number:
000329800

ABN:
52 132 357 601

Appointed By
Name:
North Run Pty Ltd

Licence Number:
000329800

ABN:
52 132 357 601

May advise on following product areas:
Non-basic Deposit Products
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Deakin University
Dipolma in Financial Planning
Kaplan
Margin Lending
Tribeca Education
SMSF

Memberships
Financial Planning Association of Australia (FPA)