David Isaacs Financial Planner Report

Name:
David Isaacs

Rep Number:
000433949

Status:
Current

First Advice:
2004

Disciplinary action:
No action

Most Recent Role:
2017-06-30 onwards

Licensee
Name:

Number:
000425542

ABN:
51 159 696 830

Appointed By
Name:
Myplanner Professional Services Pty Ltd

Licence Number:
000425542

ABN:
51 159 696 830

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Witwatersrand University
Bachelor of Commerce ( Honours )
Witwatersrand University
Bachelor of Commerce
CFA Institute
Certified Financial Analyst
Kaplan Professional
Diploma of Financial Planning

Memberships
Chartered Financial Analyst Institute (CFA)
Financial Planning Association of Australia (FPA)