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 may be interested in:
>>>Tips to Avoid Holiday Scams
>>>How to Handle Unexpected Expenses
>>>9 Major Risks of Investing in Cryptocurrency
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