David Urquhart Financial Planner Report

Name:
David George Urquhart

Rep Number:
000311225

Status:
Current

First Advice:
2014

Disciplinary action:
No action

Most Recent Role:
2014-02-20 onwards

Licensee
Name:

Number:
000238429

ABN:
23 001 774 125

Controlled By:

Appointed By
Name:
RI Advice Group Pty Ltd

Licence Number:
000238429

ABN:
23 001 774 125

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

Qualifications
Kaplan
923 securities
Murdoch university
Bachelor of Arts
AMCC
Diploma of Finance & Mortgage Broking
AMCC
Diploma of FinancialPlanning
Kaplan
Estate Planning

Memberships
Mortgage & Finance Association of Australia