David Lawrence Coleman – Financial Adviser

Adviser identifying number: 232645
Status: Current
Adviser’s ABN: 79851570390
The year the Financial Adviser first provided advice: 1984

Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD

The date the Financial Adviser commenced the appointment: 02/07/2007
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Authorised Representative identifying number: 234951
Authorised Representative’s ABN: 11074608558

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:

• Generic Financial Planning – IAFP
• Managed Investments – IAFP
• Risk Management – IAFP
• Superannuation and Retirement Planning – Securities Institute
• Taxation Planning – IAFP

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

David Lawrence Coleman is authorised to provide advices on following 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
• Superannuation