David Alan Wells – Financial Adviser

Adviser identifying number: 1003117
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999

Name of the licence holder: ORD MINNETT FINANCIAL PLANNING PTY LIMITED
Licence number: 237122
Licensee’s ABN: 31066414613
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 16/03/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ORD MINNETT FINANCIAL PLANNING PTY LIMITED
Authorised Representative identifying number: 237122
Authorised Representative’s ABN: 31066414613

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:

• Bachelor of Business – Griffith University
• Bachelor of Business – Griffith University
• Chartered Accountant – Institute of Chartered Accountants in Australia
• Chartered Accountant – Institute of Chartered Accountants in Australia

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• Chartered Accountants Australia and New Zealand (CA)

David Alan Wells is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility