David Leo Willis – Financial Adviser
Adviser identifying number: 1246151
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
Name of the licence holder: SYNSTRAT MANAGEMENT PTY. LTD.
Licence number: 227169
Licensee’s ABN: 57006295325
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SYNSTRAT MANAGEMENT PTY. LTD.
Authorised Representative identifying number: 227169
Authorised Representative’s ABN: 57006295325
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:
- Accountants SMSF Package – Kaplan
- Bachelor of Business – Deakin University
- FCPA – CPA Australia
Relevant memberships of professional bodies or industry associations:
- CPA Australia (CPA)
- National Tax and Accountants Association
- The Tax Institute
David Leo Willis is authorised to provide advices on following products:
- Superannuation