David Anh Le – Financial Adviser
Adviser identifying number: 1252592
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017
Name of the licence holder: ACCOUNTABLE FINANCIAL SOLUTIONS PTY LTD
Licence number: 409424
Licensee’s ABN: 36146520390
Licence controlled by: ACCOUNTABLE FINANCIAL SOLUTIONS PTY LTD
The date the Financial Adviser commenced the appointment: 07/03/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ACCOUNTABLE FINANCIAL SOLUTIONS PTY LTD
Authorised Representative identifying number: 409424
Authorised Representative’s ABN: 36146520390
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 (Accounting) – University of Canberra
- Diploma of Financial Planning – Internation Institute of Technology
- Masters of Taxation – The University of New South Wales
Relevant memberships of professional bodies or industry associations:
David Anh Le is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Life Products / Investment Life Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation