David Marwood – Financial Adviser

Adviser identifying number: 238837
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1996

Name of the licence holder: INTERPRAC FINANCIAL PLANNING PTY LTD
Licence number: 246638
Licensee’s ABN: 14076093680
Licence controlled by: INTERPRAC LTD.

The date the Financial Adviser commenced the appointment: 06/05/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INTERPRAC FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 246638
Authorised Representative’s ABN: 14076093680

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Bachelor of Business – Ballarat College of Advanced Education
• CA Professional Year – Institute of Chartered Accountants
• CFP B The Process of Financial Planning – Financial Planning Association
• Diploma of Financial Planning – Financial Planning Association
• Taxation Law (Completed with Bachelor of Business) – Tax Practitioners Board

Relevant memberships of professional bodies or industry associations:

• Association of Independently Owned Financial Professionals (AIOFP)
• CPA Australia (CPA)
• Chartered Accountants Australia and New Zealand (CA)
• Financial Planning Association of Australia (FPA)
• National Tax & Accountants’ Association

David Marwood is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility