David Robert Sayer – Financial Adviser
Adviser identifying number: 1238506
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008
Name of the licence holder: HNW PLANNING PTY LTD
Licence number: 225216
Licensee’s ABN: 42083745055
Licence controlled by: HNW GROUP HOLDINGS PTY LIMITED
The date the Financial Adviser commenced the appointment: 10/03/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BOOST FINANCIAL COACHING PTY LTD
Authorised Representative identifying number: 1252737
Authorised Representative’s ABN: 88614258801
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 Financial Services FP – Kaplan
- Bachelor of Business – Newcastle University
- Bachelor of Economics – University of Newcastle
- Diploma Financial Services – Kaplan
- SMSF Certificate – Kaplan
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
David Robert Sayer 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
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility