David Marwood – Financial Adviser
Adviser identifying number: 238837
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1996
Name of the licence holder: INTERPRAC FINANCIAL PLANNING PTY LTD
Licence number: 246638
Licensee’s ABN: 14076093680
Licence controlled by: INTERPRAC LTD.
The date the Financial Adviser commenced the appointment: 06/05/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INTERPRAC FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 246638
Authorised Representative’s ABN: 14076093680
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 Business – Ballarat College of Advanced Education
- CA Professional Year – Institute of Chartered Accountants
- CFP B The Process of Financial Planning – Financial Planning Association
- Diploma of Financial Planning – Financial Planning Association
- Taxation Law (Completed with Bachelor of Business) – Tax Practitioners Board
Relevant memberships of professional bodies or industry associations:
- Association of Independently Owned Financial Professionals (AIOFP)
- CPA Australia (CPA)
- Chartered Accountants Australia and New Zealand (CA)
- Financial Planning Association of Australia (FPA)
- National Tax & Accountants’ Association
David Marwood 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