David Lithgow – Financial Adviser
Adviser identifying number: 1003204
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007
Name of the licence holder: L.U.C.R.F. PTY. LTD.
Licence number: 258481
Licensee’s ABN: 18005502090
Licence controlled by:
The date the Financial Adviser commenced the appointment: 29/10/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: L.U.C.R.F. PTY. LTD.
Authorised Representative identifying number: 258481
Authorised Representative’s ABN: 18005502090
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 Planning – Kaplan Professional Education
- Bachelor of International Business (Economics and Marketing) – Griffith University
- Diploma of Financial Planning – FINSIA
- Margin Lending and Geared Investments – Kaplan Professional Education
- Self Managed Superannuation Funds – Kaplan Professional Education
Relevant memberships of professional bodies or industry associations:
- Association of Superannuation Funds Australia (ASFA)
- Australian Institute of Superannuation Trustees (AIST)
- Financial Planning Association of Australia (FPA)
David Lithgow is authorised to provide advices on following products:
- Deposit & Payment Products – Non-Cash 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