HomeFinancial AdvisersDavid Isaacs – Financial Adviser

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: CORE PRIVATE WEALTH PTY LIMITED
Licence number: 456979
Licensee’s ABN: 42168301317
Licence controlled by:

The date the Financial Adviser commenced the appointment: 02/07/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CORE PRIVATE WEALTH PTY LIMITED
Authorised Representative identifying number: 456979
Authorised Representative’s ABN: 42168301317

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
  • Derivatives
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, excluding IDPS
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility
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