David Speering Financial Planner Report

Name:
David Speering

Rep Number:
000252871

Status:
Current

First Advice:
2002

Disciplinary action:
No action

Most Recent Role:
2004-01-19 onwards

Licensee
Name:

Number:
000238256

ABN:
45 087 470 200

Controlled By:

Appointed By
Name:
Matrix Planning Solutions Limited

Licence Number:
000238256

ABN:
45 087 470 200

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
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan Professional Education
Margin Lending and Geared Investments
Financial Planning Association of Australia
RG146 Training Course - Introduction to Financial Planning
Tribeca/Integratec
RG146 Training Course - Investment Planning 2, Taxation Planning
Financial Planning Association of Australia
RG146 Training Course - Risk Management and Insurance Planning, Investment Planning 1
Financial Planning Association of Australia
RG146 Training Course - Wealth Creation Retirement Planning