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:

You might be interested in:

>>>Why You Don’t Need to Hire a Financial Adviser?

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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