David William Barber – Financial Adviser

Adviser identifying number: 238969
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1996

Licence number: 247429
Licensee’s ABN: 33093667595
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/08/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FITZPATRICKS PRIVATE WEALTH PTY LTD
Authorised Representative identifying number: 247429
Authorised Representative’s ABN: 33093667595

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:

  • 928S Margin Lending – Kaplan Professional
  • Bachelor of Commerce – University of Western Australia
  • Certified Financial Planner – Financial Planning Association
  • Diploma of Financial Planning – Deakin University
  • Self Managed Superannuation Funds – Kaplan Professional

Relevant memberships of professional bodies or industry associations:

  • Financial Planning Association of Australia (FPA)
  • Tax Practitioners Board (TPB)
  • The Taxation Institute

David William Barber 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
  • Managed Investment Schemes / MDA Services
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility
  • Old Law Securities Options Contracts and Warrants Securities