David Zweck Financial Planner Report

Name:
David James Zweck

Rep Number:
001251449

Status:
Current

First Advice:
2017

Disciplinary action:
No action

Most Recent Role:
2017-01-23 onwards

Licensee
Name:

Number:
000487978

Appointed By
Name:
One Advisory Wealth Pty Ltd

Licence Number:
000487978

May advise on following product areas:
Life risk insurance products
Securities
Simple Managed Investment schemes
A person's existing holding in a superannuation product
Self-Managed Superannuation Fund
Superannuation

Qualifications
South Australian College of Advanced Education
Bachelor of Business
Terra Cordis
FNS10 Financial Services Training Package Certificate
Finsia
Graduate Diploma of Financial Planning

Memberships
Chartered Accountants Australia and New Zealand (CA)
Tax Institute of Australia