David Birt – Financial Adviser

Adviser identifying number: 252876
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1991

Name of the licence holder: MATRIX PLANNING SOLUTIONS LIMITED
Licence number: 238256
Licensee’s ABN: 45087470200
Licence controlled by: CLEARVIEW WEALTH LIMITED

The date the Financial Adviser commenced the appointment: 19/01/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MATRIX PLANNING SOLUTIONS LIMITED
Authorised Representative identifying number: 238256
Authorised Representative’s ABN: 45087470200

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:

• Financial Planning Certificate Course – Independent Centre of Financial Training
• RG146 Training Course – Estate Planning, Taxation Planning – Integratec
• RG146 Training Course – Investment Planning 2, Financial Plan Construction and Review – Tribeca
• RG146 Training Course-Risk Management, Superannuation and Retirement Planning, Investment Planning I – Integratec

Relevant memberships of professional bodies or industry associations:

David Birt 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