David Goldschmidt – Financial Adviser

Adviser identifying number: 253893
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1986

Name of the licence holder: GOLDSCHMIDT & CO PTY LTD
Licence number: 237991
Licensee’s ABN: 17009349240
Licence controlled by: DAVID GOLDSCHMIDT

The date the Financial Adviser commenced the appointment: 08/01/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GOLDSCHMIDT & CO PTY LTD
Authorised Representative identifying number: 237991
Authorised Representative’s ABN: 17009349240

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:

• Certificate in the Theory of Accounting – University of Witwatersrand
• Diploma of Financial Planning – Kaplan
• Financial Planning Proper Authority Course – Institute of Chartered Accountants

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• Financial Planning Association of Australia (FPA)

David Goldschmidt is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• 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