David Birt Financial Planner Report

Name:
David Birt

Rep Number:
000252876

Status:
Current

First Advice:
1991

Disciplinary action:
No action

Most Recent Role:
2004-01-19 onwards

Location:
Belmont, , NSW, 0

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Independent Centre of Financial Training
Financial Planning Certificate Course
Integratec
RG146 Training Course - Estate Planning, Taxation Planning
Tribeca
RG146 Training Course - Investment Planning 2, Financial Plan Construction and Review
Integratec
RG146 Training Course-Risk Management, Superannuation and Retirement Planning, Investment Planning I

Memberships
Financial Planning Association of Australia (FPA)