David Mcsweeney – Financial Adviser
Adviser identifying number: 1239895
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
Name of the licence holder: GPS WEALTH LTD
Licence number: 254544
Licensee’s ABN: 17005482726
Licence controlled by:
The date the Financial Adviser commenced the appointment: 03/03/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BLUE CHIP WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 404974
Authorised Representative’s ABN: 26112046723
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:
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Relevant qualifications and training:
- Bachelor of Tourism Management – University of Technology Sydney
- Chartered Accountant – Institute of Chartered Accountants
- Chartered Tax Advisor – The Tax Institute
- Master of Accounting – Macquaire University
- RG146 – AAMC Training Group
Relevant memberships of professional bodies or industry associations:
- Chartered Accountants Australia and New Zealand (CA)
- Public Practice
- Tax Agent
David Mcsweeney is authorised to provide advices on following products:
- Superannuation