David John Lutz – Financial Adviser

Adviser identifying number: 227559
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1995

Name of the licence holder: SECURE INVESTMENT PLANNING PTY LTD
Licence number: 324234
Licensee’s ABN: 43108566758
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/01/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SECURE INVESTMENT PLANNING PTY LTD
Authorised Representative identifying number: 324234
Authorised Representative’s ABN: 43108566758

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Contact phone number:
Working hours:

Relevant qualifications and training:

  • Bachelor of Business – Queensland Institute of Technology
  • Certificate IV in Training – Kaplan University
  • Certificate in Financial Markets – Kaplan University
  • Certified Financial Planner – Melbourne University
  • Certified Practicing Accountant – Accountants Association

Relevant memberships of professional bodies or industry associations:

David John Lutz is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • 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
  • Margin Lending Facility / Standard Margin Lending Facility