David Meffert – Financial Adviser

Adviser identifying number: 1238034
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: WESTPAC BANKING CORPORATION
Licence number: 233714
Licensee’s ABN: 33007457141
Licence controlled by: WESTPAC BANKING CORPORATION

The date the Financial Adviser commenced the appointment: 17/06/2006
The date the Financial Adviser ceased the appointment: 15/07/2007
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:
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Address:
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Relevant qualifications and training:

  • Bachelor or business (Banking & Finance) – Monash University
  • Graduate Diploma of Financial Planning – FINSIA

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

David Meffert is authorised to provide advices on following products: