David Isaacs – Financial Adviser

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

Name of the licence holder: LIPMAN BURGON AND PARTNERS PTY LIMITED
Licence number: 234972
Licensee’s ABN: 81070454787
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/01/2010
The date the Financial Adviser ceased the appointment: 30/06/2011
Name of the Authorised Representative:
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Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
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You might be interested in:

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

>>>Why Australians Should Hire a Financial Adviser?

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:

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