David Collins – Financial Adviser

Adviser identifying number: 397831
Status: Current
Adviser’s ABN: 97872521882
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: THE COMPLETE PLANNER PTY LTD
Licence number: 278161
Licensee’s ABN: 48077994104
Licence controlled by:

The date the Financial Adviser commenced the appointment: 25/03/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: THE COMPLETE PLANNER PTY LTD
Authorised Representative identifying number: 278161
Authorised Representative’s ABN: 48077994104

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:

• Certificate in Estate Planning – Kaplan Education Pty Ltd
• Diploma of Financial Services (Financial Planning) – Tribeca Learning (Aust) Pty Ltd

Relevant memberships of professional bodies or industry associations:

David Collins 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
• Margin Lending Facility / Standard Margin Lending Facility