David William John Forrest – Financial Adviser

Adviser identifying number: 298317
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1992

Name of the licence holder: PWM ADVISOR SERVICES PTY LTD
Licence number: 334846
Licensee’s ABN: 16133921187
Licence controlled by:

The date the Financial Adviser commenced the appointment: 26/02/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PWM ADVISOR SERVICES PTY LTD
Authorised Representative identifying number: 334846
Authorised Representative’s ABN: 16133921187

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 Economics – University of Adelaide
• Certified Practising Accountant (CPA) – CPA Australia
• Graduate Diploma in Applied Finance and Investment – Securities Institute of Australia
• Masters Degree in Business Management (MBA)(Marketing & Finance Major) – Graduate School of Management – Adelaide University

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

David William John Forrest 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