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