David Lipson – Financial Adviser

Adviser identifying number: 1242992
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: GPS WEALTH LTD
Licence number: 254544
Licensee’s ABN: 17005482726
Licence controlled by:

The date the Financial Adviser commenced the appointment: 13/06/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BLACKMAN OPIT YORK LIPSON PTY LTD
Authorised Representative identifying number: 1242982
Authorised Representative’s ABN: 36140892137

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 Commerce – University of New South Wales
• RG146 – Pinnacle

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• National Tax Agents’ Association Ltd

David Lipson is authorised to provide advices on following products:

• Superannuation