David Maddock – Financial Adviser

Adviser identifying number: 301285
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: APT WEALTH PARTNERS PTY LTD
Licence number: 436121
Licensee’s ABN: 49159583847
Licence controlled by: NUT Holdings Pty Ltd ATF NUT Unit Trust

The date the Financial Adviser commenced the appointment: 27/01/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: APT WEALTH PARTNERS PTY LTD
Authorised Representative identifying number: 436121
Authorised Representative’s ABN: 49159583847

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:

• ASX Accredited Listed Products Adviser – Kaplan
• Bachelor of Commerce – Deakin University
• Certified Financial Planner (CFP) – Financial Planning Association of Australia
• Margin Lending and Geared Investments – Kaplan
• SMSF Strategies – Terra Cordis

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

David Maddock 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