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