DAVID GOLDSCHMIDT

Licensee: GOLDSCHMIDT & CO PTY LTD

DAVID GOLDSCHMIDT (Adviser# 000253893) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is January 8, 2004.

Adviser Overview

Register Name Financial Advisers
Adviser Name DAVID GOLDSCHMIDT
Adviser Number 000253893
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1986
Financial Service (AFS) Licence Licence# 000237991
GOLDSCHMIDT & CO PTY LTD
Licence ABN 17009349240
Licence Controlled By DAVID GOLDSCHMIDT
Adviser Start Date 2004-01-08
Appointing Representative Name GOLDSCHMIDT & CO PTY LTD
Appointing Representative Number 000237991
Appointing Representative ABN 17009349240
Memberships Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • DAVID GOLDSCHMIDT
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Certificate in the Theory of Accounting University of Witwatersrand
Diploma of Financial Planning Kaplan
Financial Planning Proper Authority Course Institute of Chartered Accountants

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000237991 GOLDSCHMIDT & CO PTY LTD
Licence controlled by: DAVID GOLDSCHMIDT
2004-01-08 - GOLDSCHMIDT & CO PTY LTD

Licensee Information

Licence Name GOLDSCHMIDT & CO PTY LTD
Licence Number 000237991
Licence ABN 17009349240

Competitor

Search similar business entities

Improve Information

Please comment or provide details below to improve the information on .

Dataset Information

Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.