Damien Winberg – Financial Adviser

Adviser identifying number: 426043
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012

Name of the licence holder: IPRAXIS PTY LTD
Licence number: 329337
Licensee’s ABN: 39114365007
Licence controlled by:

The date the Financial Adviser commenced the appointment: 20/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: IPRAXIS PTY LTD
Authorised Representative identifying number: 329337
Authorised Representative’s ABN: 39114365007

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 Accredited Listed Product Adviser Program – Kaplan
  • Advanced Diploma Financial Planning – Kaplan
  • Entry Level Competencies – Kaplan
  • Risk Management, Investment Planning 1, Superannuation & Retirement Pl – Kaplan
  • Specialist SMSF Course – Cavendish and International Centre for Financial Services (Adelaide University)

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Damien Winberg is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Superannuation