David Mark Coutts – Financial Adviser

Adviser identifying number: 240509
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001

Name of the licence holder: FINANCIAL WISDOM LIMITED
Licence number: 231138
Licensee’s ABN: 70006646108
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA

The date the Financial Adviser commenced the appointment: 04/11/2003
The date the Financial Adviser ceased the appointment: 30/06/2010
Name of the Authorised Representative:
Authorised Representative identifying number:
Authorised Representative’s ABN:

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 Services (Financial Planning) – Tribeca
  • Diploma of Financial Services (Financial Planning) – Tribeca

Relevant memberships of professional bodies or industry associations:

  • AFA – Association of Financial Advisers
  • Financial Planning Association of Australia (FPA)

David Mark Coutts is authorised to provide advices on following products: