David Charles Gates – Financial Adviser
Adviser identifying number: 300477
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1986
Name of the licence holder: AFFINIA FINANCIAL ADVISERS LIMITED
Licence number: 237857
Licensee’s ABN: 13085335397
Licence controlled by:
The date the Financial Adviser commenced the appointment: 28/03/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AFFINIA FINANCIAL ADVISERS LIMITED
Authorised Representative identifying number: 237857
Authorised Representative’s ABN: 13085335397
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: Diploma of Financial Services (FP) – Kaplan
Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)
David Charles Gates is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Superannuation