David Geoffrey Stone – Financial Adviser

Adviser identifying number: 249853
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1997

Name of the licence holder: SENTRY WEALTH MANAGEMENT PTY LTD
Licence number: 227748
Licensee’s ABN: 77103642888
Licence controlled by: SENTRY GROUP PTY LTD

The date the Financial Adviser commenced the appointment: 23/03/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ALEXANDER BEARD (AUSTRALIA) PTY LTD
Authorised Representative identifying number: 297995
Authorised Representative’s ABN: 68117524580

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:

• Advanced Diploma of Financial Services (Financial Planning) – Kaplan Education Pty Ltd
• Advanced Diploma of Financial Services (Financial Planning) – Kaplan Education Pty Ltd
• Bachelor of Business – Edith Cowan University
• Bachelor of Business – Edith Cowan University
• Diploma of Financial Services (Financial Planning) – Tribeca Learning (Australia) P/L
• Diploma of Financial Services (Financial Planning) – Tribeca Learning (Australia) P/L
• Master of Business – Edith Cowan University
• Master of Business – Edith Cowan University

Relevant memberships of professional bodies or industry associations:

David Geoffrey Stone 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