David Basha – Financial Adviser

Adviser identifying number: 1005942
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998

Name of the licence holder: LIBERTAS FINANCIAL PLANNING PTY LTD
Licence number: 429718
Licensee’s ABN: 27160419134
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/04/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LIBERTAS FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 429718
Authorised Representative’s ABN: 27160419134

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 Commerce – University of Western Sydney
• Financial Advising Essentials – C4 – Securities Institute Education
• Graduate Diploma in Applied Finance and Investment – Securities Institute Education
• Margin Lending Accreditation Program – Stockbrokers Association of Australia

Relevant memberships of professional bodies or industry associations:

David Basha is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Government Debentures, Stocks or Bonds
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility