David Sheather – Financial Adviser

Adviser identifying number: 1004288
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: MAGNITUDE GROUP PTY LTD
Licence number: 221557
Licensee’s ABN: 54086266202
Licence controlled by: WESTPAC BANKING CORPORATION

The date the Financial Adviser commenced the appointment: 12/09/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: TAG FINANCIAL PTY LIMITED
Authorised Representative identifying number: 000280069
Authorised Representative’s ABN: 98109926990

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:

  • ASIC RG146 Tier 1 Life Insurance – Australia and New Zealand Institute of Insurance and Finance
  • Diploma of Financial Planning – Mentor Education

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

David Sheather 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
  • Retirement Savings Account Products
  • Superannuation