David John Marsden – Financial Adviser

Adviser identifying number: 361919
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1994

Name of the licence holder: PLAN 2 PTY LTD
Licence number: 237874
Licensee’s ABN: 60010875073
Licence controlled by:

The date the Financial Adviser commenced the appointment: 21/06/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PLAN 2 PTY LTD
Authorised Representative identifying number: 237874
Authorised Representative’s ABN: 60010875073

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:

• Certified Financial Planner (CFP) – FPA
• Diploma of Financial Planning (DFP) – RMIT and Deakin Universities
• Margin Lending and Geared Investments – Kaplan
• Master of Personal Financial Planning (MFinPlan) – University of Southern Queensland

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

David John Marsden is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Foreign Exchange Contracts
• 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