David George Powell – Financial Adviser

Adviser identifying number: 249469
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1991

Name of the licence holder: ALLIANCE WEALTH PTY LTD
Licence number: 449221
Licensee’s ABN: 93161647007
Licence controlled by: CENTREPOINT WEALTH PTY LTD

The date the Financial Adviser commenced the appointment: 29/03/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: VITAL ADVICE PTY LTD
Authorised Representative identifying number: 469118
Authorised Representative’s ABN: 54601944218

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:

• Certified Financial Planner – Financial Planning Association
• Chartered Taxation Adviser – Taxation Institute of Australia
• Diploma of Financial Planning – Financial Planning Association & Deakin University
• Master of Taxation – Curtin University of Technology
• SMSF Specialist Advisor – SMSF Professional Association of Australia

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• SMSF Association
• Taxation Institute of Australia

David George Powell is authorised to provide advices on following 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
• Superannuation