David Martin Watson – Financial Adviser

Adviser identifying number: 239514
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1996

Name of the licence holder: BELLWETHER FINANCIAL GROUP PTY LTD
Licence number: 479993
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BELLWETHER FINANCIAL GROUP PTY LTD
Authorised Representative identifying number: 479993
Authorised Representative’s ABN:

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:

  • Diploma in Financial Markets – Securities Institute of Australia
  • Diploma of Financial Planning – Financial Planning Association
  • Margin Lending Accreditation Program – Financial Essentials
  • Self Managed Superannuation Funds – Tribeca

Relevant memberships of professional bodies or industry associations:

  • Financial Planning Association of Australia (FPA)
  • Finsia

David Martin Watson 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