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