David Simpson – Financial Adviser
Adviser identifying number: 231637
Status: Current
Adviser’s ABN: 74435116503
The year the Financial Adviser first provided advice: 2000
Name of the licence holder: FYG PLANNERS PTY LTD
Licence number: 224543
Licensee’s ABN: 55094972540
Licence controlled by: The Trustee for Mancell Family Trust
The date the Financial Adviser commenced the appointment: 02/07/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FYG PLANNERS PTY LTD
Authorised Representative identifying number: 224543
Authorised Representative’s ABN: 55094972540
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 Business – Mitchell CAE
- Certificate of Membership – The Institute of Chartered Accountants in Australia
- Financial Planning Specialist – Institute of Chartered Accountants in Australia
- Introductory Training Course – Count Wealth Accountants
- Margin Lending & Geared Investments – Kaplan Professional Education
Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)
David Simpson 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