David Lloyd Andrew – Financial Adviser

Adviser identifying number: 230552
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999

Name of the licence holder: CAPITAL PARTNERS CONSULTING PTY LTD
Licence number: 227148
Licensee’s ABN: 27086670788
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/07/2007
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CAPITAL PARTNERS CONSULTING PTY LTD
Authorised Representative identifying number: 227148
Authorised Representative’s ABN: 27086670788

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 Physical Education – University of Western Australia
• Cert IV in Finance and Mortgage Broking – Kaplan
• Grad Diploma Applied Finance & Inv – Securities Institute of Australia
• Grad Diploma Financial Planning – Securities Institute of Australia

Relevant memberships of professional bodies or industry associations:

• Australian Institute of Company Directors
• FINSIA
• Financial Planning Association of Australia (FPA)

David Lloyd Andrew 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
• Margin Lending Facility / Standard Margin Lending Facility
• Miscellaneous Financial Facility / Miscellaneous Financial Investment Products