David Kaplan – Financial Adviser

Adviser identifying number: 1251061
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: ZIB FINANCIAL PTY LIMITED
Licence number: 482464
Licensee’s ABN:
Licence controlled by: ZIB FINANCIAL PTY LIMITED

The date the Financial Adviser commenced the appointment: 09/01/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ZIB FINANCIAL PTY LIMITED
Authorised Representative identifying number: 482464
Authorised Representative’s ABN:

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 – Murdoch University
• Bachelor of Commerce – Murdoch University
• Statement of Attainment – Financial Advice Fundamentals – Mentor Education
• Statement of Attainment – Financial Advice Fundamentals – Mentor Education
• Statement of Attainment – Life Insurance – Mentor Education
• Statement of Attainment – Life Insurance – Mentor Education
• Statement of Attainment – Superannuation – Mentor Education
• Statement of Attainment – Superannuation – Mentor Education

Relevant memberships of professional bodies or industry associations:

David Kaplan is authorised to provide advices on following products:

• Life Products / Life Risk Insurance Products
• Superannuation