David Adams Financial Planner Report

Name:
David Adams

Rep Number:
000473505

Status:
Current

First Advice:
2015

Disciplinary action:
No action

Most Recent Role:
2015-03-02 onwards

Location:
Newstead, , QLD, 0

Licensee
Name:

Number:
000246638

ABN:
14 076 093 680

Controlled By:

Appointed By
Name:
Interprac Financial Planning Pty Ltd

Licence Number:
000246638

ABN:
14 076 093 680

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
Kaplan Education
Advanced Diploma of Financial Planning
Monash University
Bachelor of Economics (Economics/Accounting)
Kaplan
SMSF Course

Memberships
Association of Independently Owned Financial Professionals (AIOFP)
Committee for Economic Develpment of Australia (CEDA)
Financial Planning Association of Australia (FPA)
Financial Services Institute of Australia (FINSIA)
SMSF Association