David Medlock – Financial Adviser
Adviser identifying number: 333360
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011
Name of the licence holder: WEALTH TODAY PTY LTD
Licence number: 340289
Licensee’s ABN: 62133393263
Licence controlled by:
The date the Financial Adviser commenced the appointment: 20/04/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MEDLOCK FINANCE PTY LTD
Authorised Representative identifying number: 309019
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:
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Relevant qualifications and training: Diploma of Financial Servicesn (Financial Planning) – Mentor Education
Relevant memberships of professional bodies or industry associations:
David Medlock is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Superannuation / A person’s existing holding in a superannuation product