David Greenberg – Financial Adviser
Adviser identifying number: 454118
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012
Name of the licence holder: WESTPAC BANKING CORPORATION
Licence number: 233714
Licensee’s ABN: 33007457141
Licence controlled by: WESTPAC BANKING CORPORATION
The date the Financial Adviser commenced the appointment: 30/10/2014
The date the Financial Adviser ceased the appointment: 22/12/2015
Name of the Authorised Representative: WESTPAC BANKING CORPORATION
Authorised Representative identifying number: 000233714
Authorised Representative’s ABN: 33007457141
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 Professional
- Bachelor of Business – Western Australian Institute of Technology
- Diploma of Financial Services (Financial Planning) – Kaplan Professional
- Self Managed Super Funds – Kaplan Professional
- Tier 1 Adviser Compliance Program: Margin Lending – Kaplan Professional
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
David Greenberg is authorised to provide advices on following products: