David Vaughan Financial Planner Report

Name:
David Vaughan

Rep Number:
000455752

Status:
Current

First Advice:
2014

Disciplinary action:
No action

Most Recent Role:
2016-10-04 onwards

Licensee
Name:

Number:
000357306

ABN:
54 139 889 535

Controlled By:

Appointed By
Name:
Fortnum Private Wealth Ltd

Licence Number:
000357306

ABN:
54 139 889 535

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

Qualifications
Deakin university
Bachelor of Commerce
RG146 Mentor Education Group
Diploma of Financial Planning
RG146 Mentor Education Group
Diploma of Financial Planning´┐Ż
Kaplan Professional
Diploma of Financial Services (Financial Planning)

Memberships
Financial Planning Association of Australia (FPA)