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