David John Currie – Financial Adviser
Adviser identifying number: 338871
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009
Name of the licence holder: WEALTHSURE FINANCIAL SERVICES PTY LTD
Licence number: 326450
Licensee’s ABN: 59130288578
Licence controlled by: SENTRY GROUP PTY LTD
The date the Financial Adviser commenced the appointment: 16/06/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BDH STERLING PTY LTD
Authorised Representative identifying number: 462704
Authorised Representative’s ABN: 65169977413
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:
- Accredited Listed Product Adviser Program – Kaplan
- Advanced Diploma of Financial Services (Financial Planning) – Pinnacle
- Bachelor of Business – Griffith University
- Self Managed Superannuation Funds – Kaplan
Relevant memberships of professional bodies or industry associations:
David John Currie is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation