David Goldschmidt Financial Planner Report

Name:
David Goldschmidt

Rep Number:
000253893

Status:
Current

First Advice:
1986

Disciplinary action:
No action

Most Recent Role:
2004-01-08 onwards

Licensee
Name:

Number:
000237991

ABN:
17 009 349 240

Controlled By:

Appointed By
Name:
Goldschmidt & Co Pty Ltd

Licence Number:
000237991

ABN:
17 009 349 240

May advise on following product areas:
Non-basic Deposit Products
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
University of Witwatersrand
Certificate in the Theory of Accounting
Kaplan
Diploma of Financial Planning
Institute of Chartered Accountants
Financial Planning Proper Authority Course

Memberships
Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)