David Parsons – Financial Adviser

Adviser identifying number: 1005234
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015

Name of the licence holder: MACQUARIE EQUITIES LIMITED
Licence number: 237504
Licensee’s ABN: 41002574923
Licence controlled by: MACQUARIE GROUP LIMITED

The date the Financial Adviser commenced the appointment: 19/10/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MACQUARIE EQUITIES LIMITED
Authorised Representative identifying number: 000237504
Authorised Representative’s ABN: 41002574923

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:

  • Accredited Derivatives Adviser Level 2 – Kaplan
  • Diploma in Technical Analysis – Australian Technical Analysts Association
  • Diploma of Financial Markets – FINSIA
  • Diploma of Financial Planning – Kaplan Professional Education
  • Master of Applied Finance (Wealth Management) – Kaplan Professional education

Relevant memberships of professional bodies or industry associations: SMSF Association

David Parsons is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Derivatives
  • 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