David Taplin – Financial Adviser

Adviser identifying number: 472279
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1984

Name of the licence holder: SMSF ADVICE PTY LIMITED
Licence number: 234664
Licensee’s ABN: 11074225353
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]

The date the Financial Adviser commenced the appointment: 06/02/2015
The date the Financial Adviser ceased the appointment: 08/11/2016
Name of the Authorised Representative: SMSF ADVICE PTY LIMITED
Authorised Representative identifying number: 000234664
Authorised Representative’s ABN: 11074225353

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:

  • Diploma of Business (Accounting) – Swinburne University of Technology
  • Diploma of Financial Planning – Pinnacle Financial Services Academy Pty Ltd

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

David Taplin is authorised to provide advices on following products: