David Lloyd Financial Planner Report

Name:
David Lloyd

Rep Number:
000295105

Status:
Current

First Advice:
1996

Disciplinary action:
No action

Most Recent Role:
2007-01-15 onwards

Location:
Sydney, , NSW, 0

Licensee
Name:

Number:
000234459

ABN:
26 098 725 145

Controlled By:

Appointed By
Name:
Australian Unity Personal Financial Services Ltd

Licence Number:
000234459

ABN:
26 098 725 145

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

Qualifications
Deakin University
Diploma of Financial Planning