David Oconnell – Financial Adviser

Adviser identifying number: 1005041
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1995

Name of the licence holder: ESCALA WEALTH MANAGEMENT PTY LTD
Licence number: 456207
Licensee’s ABN: 30162573828
Licence controlled by:

The date the Financial Adviser commenced the appointment: 25/07/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ESCALA WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 000456207
Authorised Representative’s ABN: 30162573828

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:

• Accredited Derivatives Adviser Level 1 and 2 – Kaplan
• Margin Lending – Kaplan
• Professional Diploma in Stockbroking – DeakinPrime
• Superannuation – RMIT

Relevant memberships of professional bodies or industry associations:

David Oconnell is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Government Debentures, Stocks or Bonds
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility