David John Marler – Financial Adviser
Adviser identifying number: 1000166
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015
Name of the licence holder: MINETT & PARTNERS SERVICES PTY. LIMITED
Licence number: 449149
Licensee’s ABN: 31003937746
Licence controlled by:
The date the Financial Adviser commenced the appointment: 07/11/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MINETT & PARTNERS SERVICES PTY. LIMITED
Authorised Representative identifying number: 449149
Authorised Representative’s ABN: 31003937746
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:
- Accountants SuperPackage – Kaplan
- B Commerce – University of Western Sydney
- Certificate Public Practice – Chartered Accountants Australia and New Zealand
- SMSF Specialist Auditor – ASIC
Relevant memberships of professional bodies or industry associations:
- Chartered Accountants Australia and New Zealand (CA)
- Registered SMSF Specialist Auditor
- Tax Agent
- Tax Institute of Australia
David John Marler is authorised to provide advices on following products:
- Superannuation / Self-Managed Superannuation Fund
- Superannuation / A person’s existing holding in a superannuation product
- Class of Product Advice – Superannuation