David Allan Maxwell – Financial Adviser

Adviser identifying number: 1243872
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: HENDERSON MATUSCH PTY LTD
Licence number: 274484
Licensee’s ABN: 32107343091
Licence controlled by: Access Management Pty Ltd ATF Matusch Family Trust

The date the Financial Adviser commenced the appointment: 01/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: C & W FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 405459
Authorised Representative’s ABN: 47000259138

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:

• Accountants Superannuation & SMSF Accreditation Program with Generic Knowledge – Kaplan
• Bachelor of Financial Administration – University of New England

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

David Allan Maxwell 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