David Osmond – Financial Adviser
Adviser identifying number: 1245201
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
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: 18/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: DAVID OSMOND & ASSOCIATES PTY LTD
Authorised Representative identifying number: 1245199
Authorised Representative’s ABN: 29007448277
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:
- Advanced Diploma of Business (accounting) – Holmsglen
- Diploma of Financial Planning – Pinnacle
Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)
David Osmond 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
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility