David Tilley Financial Planner Report

Name:
David Tilley

Rep Number:
000255361

Status:
Current

First Advice:
1994

Disciplinary action:
No action

Most Recent Role:
2015-03-01 onwards

Licensee
Name:

Number:
000326450

ABN:
59 130 288 578

Controlled By:

Appointed By
Name:
Wealthsure Financial Services Pty Ltd

Licence Number:
000326450

ABN:
59 130 288 578

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

Qualifications
CPA Australia
ASIC RG146
Prahran CAE
Diploma of Business Studies (Accounting)

Memberships
CPA Australia (CPA)
The Tax Institute