David Victor Winnett – Financial Adviser

Adviser identifying number: 259712
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002

Name of the licence holder: ACCOUNTPLAN PTY LTD
Licence number: 241098
Licensee’s ABN: 38010122899
Licence controlled by:

The date the Financial Adviser commenced the appointment: 05/01/2004
The date the Financial Adviser ceased the appointment: 31/12/2004
Name of the Authorised Representative: DAVID VICTOR WINNETT
Authorised Representative identifying number: 000259712
Authorised Representative’s ABN:

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:

• ASX Listed Products Accreditation Course – LPAC Online
• Diploma of Financial Planning – Financial Planning Association
• Margin Lending and Geared Investments – Kaplan
• Self Managed Superannuation Funds – Kaplan

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

David Victor Winnett is authorised to provide advices on following products: