David Stone Financial Planner Report

Name:
David Geoffrey Stone

Rep Number:
000249853

Status:
Current

First Advice:
1997

Disciplinary action:
No action

Most Recent Role:
2017-03-23 onwards

Location:
Perth, , WA, 0

Licensee
Name:

Number:
000227748

ABN:
77 103 642 888

Controlled By:

Appointed By
Name:
Alexander Beard (australia) Pty Ltd

Licence Number:
000297995

ABN:
68 117 524 580

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan Education Pty Ltd
Advanced Diploma of Financial Services (Financial Planning)
Edith Cowan University
Bachelor of Business
Tribeca Learning (Australia) P/L
Diploma of Financial Services (Financial Planning)
Edith Cowan University
Master of Business