David Bond Financial Planner Report

Name:
David John Bond

Rep Number:
000250026

Status:
Current

First Advice:
1965

Disciplinary action:
No action

Most Recent Role:
2012-04-16 onwards

Licensee
Name:

Number:
000385845

ABN:
64 141 607 098

Appointed By
Name:
Neo Financial Solutions Pty Ltd

Licence Number:
000385845

ABN:
64 141 607 098

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
FPA
Advanced Investment Planning
FPA
Diploma of Financial Planning
FPA
Estate Planning
Integratec
Taxation Planning

Memberships
Association of Financial Advisers (AFA)