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:

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