David John Porter – Financial Adviser
Adviser identifying number: 245145
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000
Name of the licence holder: MCA FINANCIAL PLANNERS PTY. LTD.
Licence number: 223610
Licensee’s ABN: 42101736305
Licence controlled by:
The date the Financial Adviser commenced the appointment: 18/06/2007
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MCA FINANCIAL PLANNERS PTY. LTD.
Authorised Representative identifying number: 000223610
Authorised Representative’s ABN: 42101736305
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 Commerce (Accounting) – Macquarie University
- Graduate Diploma – Institute of Chartered Accountants
- PS 146 – Financial Planning Association of Australia
Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)
David John Porter 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
- Margin Lending Facility / Standard Margin Lending Facility