David Winstanley Financial Planner Report

Name:
David Allan Winstanley

Rep Number:
000312020

Status:
Current

First Advice:
2007

Disciplinary action:
No action

Most Recent Role:
2007-03-29 onwards

Licensee
Name:

Number:
000227232

ABN:
19 001 974 625

Controlled By:

Appointed By
Name:
Count Financial Limited

Licence Number:
000227232

ABN:
19 001 974 625

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
Securities
Superannuation

Qualifications
Edith Cowan University
Bachelor of Business
CPA Australia
CPA Program
MODAL
Certificate IV in Business (Frontline Management)
Finsia
Graduate Diploma of Financial Planning

Memberships
CPA Australia (CPA)