David Camilo Perez Estupinan – Financial Adviser
Adviser identifying number: 1006271
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2014
Name of the licence holder: LANYON PARTNERS PRIVATE WEALTH PTY LTD
Licence number: 228914
Licensee’s ABN: 77085878897
Licence controlled by: LANYON PARTNERS CONSOLIDATED PTY LTD
The date the Financial Adviser commenced the appointment: 27/03/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LANYON PARTNERS PRIVATE WEALTH PTY LTD
Authorised Representative identifying number: 228914
Authorised Representative’s ABN: 77085878897
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:
- CFP Certificate – FPA
- Master of Professional Accounting – Deakin University
- Masters of International Finance (Financial Planning) – Deakin University
- Masters of International Finance (Financial Planning) – Deakin University
- Masters of Professional Accounting – Deakin University
- Self Managed Superannuation Funds – Kaplan Professional
Relevant memberships of professional bodies or industry associations:
- FINSIA
- Financial Planning Association of Australia (FPA)
- Financial Planning Association of Australia (FPA)
David Camilo Perez Estupinan is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Deposit & Payment Products – Non-Cash 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
- Managed Investment Schemes / MDA Services
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility