David Lawrence De Carli – Financial Adviser

Adviser identifying number: 237133
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1997

Name of the licence holder: FIRST MUTUAL AUSTRALIA PTY LTD
Licence number: 423710
Licensee’s ABN: 42154012085
Licence controlled by: ALLITON HOLDINGS PTY LTD

The date the Financial Adviser commenced the appointment: 14/10/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FIRST MUTUAL AUSTRALIA PTY LTD
Authorised Representative identifying number: 423710
Authorised Representative’s ABN: 42154012085

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 Services (Financial Planning) – Financial Planning Association of Australia
  • Bachelor of Commerce – Deakin University
  • Diploma of Financial Planning – Financial Planning Association of Australia
  • Self Managed Superannuation Funds – Kaplan Education Pty Ltd

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

David Lawrence De Carli is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit 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
  • Securities
  • Superannuation