David Isaacs – Financial Adviser
Adviser identifying number: 433949
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004
Name of the licence holder: LIPMAN BURGON AND PARTNERS PTY LIMITED
Licence number: 234972
Licensee’s ABN: 81070454787
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/01/2010
The date the Financial Adviser ceased the appointment: 30/06/2011
Name of the Authorised Representative:
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Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Relevant qualifications and training:
- Bachelor of Commerce ( Honours ) – Witwatersrand University
- Bachelor of Commerce ( Honours ) – Witwatersrand University
- Bachelor of Commerce – Witwatersrand University
- Bachelor of Commerce – Witwatersrand University
- Certified Financial Analyst – CFA Institute
- Certified Financial Analyst – CFA Institute
- Diploma of Financial Planning – Kaplan Professional
- Diploma of Financial Planning – Kaplan Professional
Relevant memberships of professional bodies or industry associations:
- Chartered Financial Analyst Institute (CFA)
- Chartered Financial Analyst Institute (CFA)
- Financial Planning Association of Australia (FPA)
- Financial Planning Association of Australia (FPA)
David Isaacs is authorised to provide advices on following products: