DAVID JOHN CURRIE


Licensee: INTERPRAC FINANCIAL PLANNING PTY LTD

DAVID JOHN CURRIE (Adviser# 000338871) 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 November 7, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name DAVID JOHN CURRIE
Adviser Number 000338871
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2009
Financial Service (AFS) Licence Licence# 000246638
INTERPRAC FINANCIAL PLANNING PTY LTD
Licence ABN 14076093680
Licence Controlled By INTERPRAC LTD.
INTERPRAC PTY LTD [Date Ceased: 15/12/2017]
SEQUOIA FINANCIAL GROUP LTD
Adviser Start Date 2017-11-07
Appointing Representative Name INTERPRAC FINANCIAL PLANNING PTY LTD
Appointing Representative Number 000246638
Appointing Representative ABN 14076093680

Authorisations to provide financial product advice

  • DAVID JOHN CURRIE
  • ·
  • 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
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Accredited Listed Product Adviser Program Kaplan
Advanced Diploma of Financial Services (Financial Planning) Pinnacle
Bachelor of Business Griffith University
Self Managed Superannuation Funds Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000246638 INTERPRAC FINANCIAL PLANNING PTY LTD
Licence controlled by: INTERPRAC LTD. ~ INTERPRAC PTY LTD [Date Ceased: 15/12/2017] ~ SEQUOIA FINANCIAL GROUP LTD
2017-11-07 - INTERPRAC FINANCIAL PLANNING PTY LTD
000326450 WEALTHSURE FINANCIAL SERVICES PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD
2015-06-16 - 2017-11-06 BDH STERLING PTY LTD
000238141 RISK AND INVESTMENT ADVISORS AUSTRALIA PTY. LTD. 2014-02-03 - 2014-07-11
000240687 SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION
2012-09-26 - 2013-06-17
000376719 PALMER PORTFOLIOS GROUP PTY LTD 2010-10-01 - 2012-08-01

Licensee Information

Licence Name INTERPRAC FINANCIAL PLANNING PTY LTD
Licence Number 000246638
Licence ABN 14076093680

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
TREANNA MARLENE MICHLIK Interprac Financial Planning Pty Ltd Current 2018-08-31
SHANE MICHAEL NEAVES Interprac Financial Planning Pty Ltd Current 2018-08-30
SARAH JANE HART Interprac Financial Planning Pty Ltd Current 2018-08-27
ALLISA POPE Interprac Financial Planning Pty Ltd Current 2018-08-27
PREETI MALINI SHARMA Interprac Financial Planning Pty Ltd Current 2018-08-27
KEN READ Interprac Financial Planning Pty Ltd Current 2018-08-24
BRODIE READ Interprac Financial Planning Pty Ltd Current 2018-08-24
PATRICK VALENTINE HENNESSY Interprac Financial Planning Pty Ltd Current 2018-08-23
PAUL LIONEL QUIEROS Interprac Financial Planning Pty Ltd Current 2018-08-18
GEOFFREY ALEXANDER ROGERS Interprac Financial Planning Pty Ltd Current 2018-08-15

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.