David Glenn Shume – Financial Adviser
Adviser identifying number: 405621
Status: Current
Adviser’s ABN: 24155036627
The year the Financial Adviser first provided advice: 2004
Name of the licence holder: NORTHERN RIVERS PRIVATE WEALTH PTY LTD
Licence number: 438759
Licensee’s ABN: 47163127928
Licence controlled by:
The date the Financial Adviser commenced the appointment: 30/09/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SHUME & ASSOCIATES PTY LTD
Authorised Representative identifying number: 1248730
Authorised Representative’s ABN: 71157671013
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:
- Ba Accounting & Finance – Southern Cross University
- DFP (1-8) – Deakin University
- SMSF Specialist Advisor – SMSF Association
Relevant memberships of professional bodies or industry associations: SMSF Association
David Glenn Shume 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