David Eddy – Financial Adviser

Adviser identifying number: 1251937
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1980

Name of the licence holder: FINPLAN AUSTRALIA PTY. LTD.
Licence number: 247459
Licensee’s ABN: 91005282146
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/02/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINPLAN AUSTRALIA PTY. LTD.
Authorised Representative identifying number: 247459
Authorised Representative’s ABN: 91005282146

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 BUSINESS STUDIES ACCOUNTING – PRESTON INSTITUTE OF TECHNOLOGY

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

David Eddy 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
  • Retirement Savings Account Products
  • Superannuation
  • Old Law Securities Options Contracts and Warrants Securities
  • All Securities