David Isaacs – Financial Adviser

Adviser identifying number: 433949
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: MYPLANNER PROFESSIONAL SERVICES PTY LTD
Licence number: 425542
Licensee’s ABN: 51159696830
Licence controlled by:

The date the Financial Adviser commenced the appointment: 30/06/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MYPLANNER PROFESSIONAL SERVICES PTY LTD
Authorised Representative identifying number: 425542
Authorised Representative’s ABN: 51159696830

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:

You might be interested in:

>>>Why You Don’t Need to Hire a Financial Adviser?

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Relevant qualifications and training:

Bachelor of Commerce ( Honours ) – Witwatersrand University
Bachelor of Commerce ( Honours ) – Witwatersrand University
Bachelor of Commerce – Witwatersrand University
Bachelor of Commerce – Witwatersrand University
Certified Financial Analyst – CFA Institute
Certified Financial Analyst – CFA Institute
Diploma of Financial Planning – Kaplan Professional
Diploma of Financial Planning – Kaplan Professional

Relevant memberships of professional bodies or industry associations:

Chartered Financial Analyst Institute (CFA)
Chartered Financial Analyst Institute (CFA)
Financial Planning Association of Australia (FPA)
Financial Planning Association of Australia (FPA)

David Isaacs 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