David Venn Financial Planner Report

Name:
David Kimberley Venn

Rep Number:
001236150

Status:
Current

First Advice:
1997

Disciplinary action:
No action

Most Recent Role:
2016-06-30 onwards

Licensee
Name:

Number:
000237504

ABN:
41 002 574 923

Controlled By:

Appointed By
Name:
Macquarie Equities Limited

Licence Number:
000237504

ABN:
41 002 574 923

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Australian Stock Exchange
Accredited Derivatives Adviser (ADA) - Level 2
Monarch Institute
Advanced Diploma of Financial Planning (Qualification)
Murdoch University
Bachelor of Economics (Qualification)
Monarch Institute
Diploma of Financial Planning (Qualification)
Monarch Institute
Self Managed Superannuation Funds