David Keith Baumgartner – Financial Adviser

Adviser identifying number: 1250008
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: INTERPRAC FINANCIAL PLANNING PTY LTD
Licence number: 246638
Licensee’s ABN: 14076093680
Licence controlled by: INTERPRAC LTD.

The date the Financial Adviser commenced the appointment: 25/11/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BAUMGARTNER FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 1249364
Authorised Representative’s ABN: 67612588119

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 Economics – La Trobe University
• Chartered Accountant – Institute of Chartered Accountants
• SMSF RG146 Personal Advice Solution – Pinnacle Financial Services Academy

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• Financial Services Institute of Australasia
• National Tax and Accountants’ Association
• SMSF Association
• Tax Institute of Australia

David Keith Baumgartner is authorised to provide advices on following products:

• Superannuation