David Leslie Beattie – Financial Adviser

Adviser identifying number: 244660
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999

Name of the licence holder: ALLIANCE WEALTH PTY LTD
Licence number: 449221
Licensee’s ABN: 93161647007
Licence controlled by: CENTREPOINT WEALTH PTY LTD

The date the Financial Adviser commenced the appointment: 16/10/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BEATTIE FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 000439562
Authorised Representative’s ABN: 87123226228

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:

• Bachelor of Business – Bendigo College of Advanced Education
• Certified Financial Planner – Financial Planning Association
• Diploma of Financial Planning – Financial Planning Association
• Securities – Kaplan
• Self Managed Superannuation Funds – Kaplan

Relevant memberships of professional bodies or industry associations:

• Association of Financial Advisers (AFA)
• Financial Planning Association of Australia (FPA)
• Institute of Chartered Accountants Australia (ICAA)
• National Tax & Accountants Association (NTAA)

David Leslie Beattie 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
• Securities
• Superannuation