David Raymond Carlson – Financial Adviser
Adviser identifying number: 1251978
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017
Name of the licence holder: EVENTUS WEALTH MANAGEMENT PTY LTD
Licence number: 335815
Licensee’s ABN: 62134958642
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/02/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CARLSON ACCOUNTING AND FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 1251974
Authorised Representative’s ABN: 71611823422
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:
- Bachelor of Accounting – Monash University
- Diploma of Financial Planning – CPA Australia
Relevant memberships of professional bodies or industry associations:
- CPA Australia (CPA)
- National Tax & Accountants Association (NTAA)
David Raymond Carlson is authorised to provide advices on following products:
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Securities
- Superannuation