DAVID MANN


Licensee: EAST WEST FINANCIAL PLANNING LIMITED

DAVID MANN (Adviser# 000278008) 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 March 11, 2004.

Adviser Overview

Register Name Financial Advisers
Adviser Name DAVID MANN
Adviser Number 000278008
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1987
Financial Service (AFS) Licence Licence# 000246623
EAST WEST FINANCIAL PLANNING LIMITED
Licence ABN 90088128170
Adviser Start Date 2004-03-11
Appointing Representative Name EAST WEST FINANCIAL PLANNING LIMITED
Appointing Representative Number 000246623
Appointing Representative ABN 90088128170
Memberships Tax Prationers Board Registration
Further Restrictions Not authorised to provide personal financial product advice to retail clients on self managed super funds.

Authorisations to provide financial product advice

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

Qualifications and training history

Qualification / Degree Institute / School
Certificate IV in Financial Planning Integratec
Diploma in Life Assurance Australian Insurance Institute

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000246623 EAST WEST FINANCIAL PLANNING LIMITED
Further restrictions: Not authorised to provide personal financial product advice to retail clients on self managed super funds.
2004-03-11 - EAST WEST FINANCIAL PLANNING LIMITED

Licensee Information

Licence Name EAST WEST FINANCIAL PLANNING LIMITED
Licence Number 000246623
Licence ABN 90088128170

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
BRUCE EION BUCHANAN East West Financial Planning Limited Current 2004-03-11

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
BRUCE EION BUCHANAN East West Financial Planning Limited Current 2004-03-11

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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.