David James Somerville – Financial Adviser

Adviser identifying number: 1250492
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: KNR INVESTMENTS PTY LTD
Licence number: 356442
Licensee’s ABN: 15114490087
Licence controlled by:

The date the Financial Adviser commenced the appointment: 12/12/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: KNR INVESTMENTS PTY LTD
Authorised Representative identifying number: 356442
Authorised Representative’s ABN: 15114490087

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:

Relevant qualifications and training:

  • Bachelor of Business – Western Australian Institute of Technology
  • Bachelor of Business – Western Australian Institute of Technology
  • Graduate Certificate of Management to Graduate Diploma of Business Management – The Graduate School of Management
  • Graduate Certificate of Management to Graduate Diploma of Business Management – The Graduate School of Management
  • Master of Business Administration – Deakin University
  • Master of Business Administration – Deakin University

Relevant memberships of professional bodies or industry associations:

  • CPA Australia (CPA)
  • CPA Australia (CPA)

David James Somerville is authorised to provide advices on following products:

  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Securities
  • Superannuation