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 FINANCIAL SERVICES PTY LTD
Licence number: 286786
Licensee’s ABN: 30113531034
Licence controlled by: SENTRY GROUP PTY LTD

The date the Financial Adviser commenced the appointment: 23/07/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PURSUIT FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 374290
Authorised Representative’s ABN: 53143019694

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