David Isaacs – Financial Adviser

Adviser identifying number: 433949
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: MYPLANNER PROFESSIONAL SERVICES PTY LTD
Licence number: 425542
Licensee’s ABN: 51159696830
Licence controlled by:

The date the Financial Adviser commenced the appointment: 30/06/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MYPLANNER PROFESSIONAL SERVICES PTY LTD
Authorised Representative identifying number: 425542
Authorised Representative’s ABN: 51159696830

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 Commerce ( Honours ) – Witwatersrand University
• Bachelor of Commerce ( Honours ) – Witwatersrand University
• Bachelor of Commerce – Witwatersrand University
• Bachelor of Commerce – Witwatersrand University
• Certified Financial Analyst – CFA Institute
• Certified Financial Analyst – CFA Institute
• Diploma of Financial Planning – Kaplan Professional
• Diploma of Financial Planning – Kaplan Professional

Relevant memberships of professional bodies or industry associations:

• Chartered Financial Analyst Institute (CFA)
• Chartered Financial Analyst Institute (CFA)
• Financial Planning Association of Australia (FPA)
• Financial Planning Association of Australia (FPA)

David Isaacs 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