David Briese – Financial Adviser

Adviser identifying number: 1245897
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: MCPHERSON & ASSOCIATES PTY. LTD.
Licence number: 229883
Licensee’s ABN: 15087681561
Licence controlled by: ALLAN MCPHERSON

The date the Financial Adviser commenced the appointment: 01/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MCPHERSON & ASSOCIATES PTY. LTD.
Authorised Representative identifying number: 229883
Authorised Representative’s ABN: 15087681561

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’ SMSF Package – Kaplan

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

David Briese is authorised to provide advices on following products:

• Superannuation