David Leo Willis – Financial Adviser

Adviser identifying number: 1246151
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: SYNSTRAT MANAGEMENT PTY. LTD.
Licence number: 227169
Licensee’s ABN: 57006295325
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SYNSTRAT MANAGEMENT PTY. LTD.
Authorised Representative identifying number: 227169
Authorised Representative’s ABN: 57006295325

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
• Bachelor of Business – Deakin University
• FCPA – CPA Australia

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• National Tax and Accountants Association
• The Tax Institute

David Leo Willis is authorised to provide advices on following products:

• Superannuation