David John Marler – Financial Adviser

Adviser identifying number: 1000166
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015

Name of the licence holder: MINETT & PARTNERS SERVICES PTY. LIMITED
Licence number: 449149
Licensee’s ABN: 31003937746
Licence controlled by:

The date the Financial Adviser commenced the appointment: 07/11/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MINETT & PARTNERS SERVICES PTY. LIMITED
Authorised Representative identifying number: 449149
Authorised Representative’s ABN: 31003937746

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:

  • Accountants SuperPackage – Kaplan
  • B Commerce – University of Western Sydney
  • Certificate Public Practice – Chartered Accountants Australia and New Zealand
  • SMSF Specialist Auditor – ASIC

Relevant memberships of professional bodies or industry associations:

  • Chartered Accountants Australia and New Zealand (CA)
  • Registered SMSF Specialist Auditor
  • Tax Agent
  • Tax Institute of Australia

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

  • Superannuation / Self-Managed Superannuation Fund
  • Superannuation / A person’s existing holding in a superannuation product
  • Class of Product Advice – Superannuation