David George Lloyd – Financial Adviser

Adviser identifying number: 1251980
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017

Name of the licence holder: MGD WEALTH LTD
Licence number: 222600
Licensee’s ABN: 53009079725
Licence controlled by: 3 TIMES 8 PTY LTD

The date the Financial Adviser commenced the appointment: 13/02/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MGD WEALTH LTD
Authorised Representative identifying number: 222600
Authorised Representative’s ABN: 53009079725

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 Business (Accounting and Human Resource Management – Southern Cross University
• Certified Practising Accountant – CPA Australia
• SPAA Specialist Advisor – SPAA

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

David George Lloyd is authorised to provide advices on following products:

• Superannuation