David Reed Financial Planner Report

Name:
David Reed

Rep Number:
000263557

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2008-12-19 onwards

Location:
Miranda, Sydney, NSW, 2228

Licensee
Name:

Number:
000244252

ABN:
61 094 529 987

Controlled By:

Appointed By
Name:
Millennium 3 Financial Services Pty Ltd

Licence Number:
000244252

ABN:
61 094 529 987

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
All Securities
Superannuation

Qualifications
Tribeca
Advanced Diploma of Financial Services (Financial Planning)
University of Southern Queensland
Bachelor of Business
SMSFA
SMSF Specialist Adviser

Memberships
Association of Financial Advisers (AFA)
Financial Planning Association of Australia (FPA)
Million Dollar Round Table
SMSF Association