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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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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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: