David Powell Financial Planner Report

Name:
David George Powell

Rep Number:
000249469

Status:
Current

First Advice:
1991

Disciplinary action:
No action

Most Recent Role:
2016-03-29 onwards

Location:
Coogee, Perth, WA, 6166

Licensee
Name:

Number:
000449221

ABN:
93 161 647 007

Controlled By:

Appointed By
Name:
Vital Advice Pty Ltd

Licence Number:
000469118

ABN:
54 601 944 218

May advise on following product areas:
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Superannuation

Qualifications
Financial Planning Association
Certified Financial Planner
Taxation Institute of Australia
Chartered Taxation Adviser
Financial Planning Association & Deakin University
Diploma of Financial Planning
Curtin University of Technology
Master of Taxation
SMSF Professional Association of Australia
SMSF Specialist Advisor

Memberships
Financial Planning Association of Australia (FPA)
SMSF Association
Taxation Institute of Australia