David Keith Graham – Financial Adviser

Adviser identifying number: 1236284
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015

Name of the licence holder: AKAMBO PTY LTD
Licence number: 322056
Licensee’s ABN: 65233939629
Licence controlled by:

The date the Financial Adviser commenced the appointment: 07/01/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AKAMBO PTY LTD
Authorised Representative identifying number: 322056
Authorised Representative’s ABN: 65233939629

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:

  • Advanced Diploma of Financial Planning (Qualification) – Integrity Education Group
  • Bachelor of Financial Administration (Qualification) – University of New England
  • Diploma of Financial Planning – Integrity Education Group
  • Master of Taxation (Qualification) – University of New South Wales (NSW)

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

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

  • Deposit and Payment Products / Non-basic Deposit Products
  • Derivatives
  • 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