David Osmond Financial Planner Report

Name:
David Osmond

Rep Number:
001245201

Status:
Current

First Advice:
2016

Disciplinary action:
No action

Most Recent Role:
2016-07-18 onwards

Location:
Rosebud, Melbourne, VIC, 3939

Licensee
Name:

Number:
000246638

ABN:
14 076 093 680

Controlled By:

Appointed By
Name:
David Osmond & Associates Pty Ltd

Licence Number:
001245199

ABN:
29 007 448 277

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
Securities
Superannuation

Qualifications
Holmsglen
Advanced Diploma of Business (accounting)
Pinnacle
Diploma of Financial Planning

Memberships
CPA Australia (CPA)