David O'brien Financial Planner Report

Name:
David O'brien

Rep Number:
000327066

Status:
Current

First Advice:
2008

Disciplinary action:
No action

Most Recent Role:
2016-07-29 onwards

Location:
Alstonville, North Coast, NSW, 2477

Licensee
Name:

Number:
000230692

ABN:
96 002 071 749

Controlled By:

Appointed By
Name:
Gwm Adviser Services Limited

Licence Number:
000230692

ABN:
96 002 071 749

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

Qualifications
Mentor
Diploma of Financial Planning
PS146 Training Australia (Mentor Education Pty Ltd)
Diploma of Financial Services (Financial Planning)
PS146 Training Australia (Mentor Education Pty Ltd)
Diploma of Financial Services (Financial Planning)�

Memberships
Financial Planning Association of Australia (FPA)