DAVID ISAACS (Adviser# 000433949) 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 June 30, 2017.
| Register Name | Financial Advisers |
| Adviser Name | DAVID ISAACS |
| Adviser Number | 000433949 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2004 |
| Financial Service (AFS) Licence |
Licence# 000425542 MYPLANNER PROFESSIONAL SERVICES PTY LTD |
| Licence ABN | 51159696830 |
| Adviser Start Date | 2017-06-30 |
| Appointing Representative Name | MYPLANNER PROFESSIONAL SERVICES PTY LTD |
| Appointing Representative Number | 000425542 |
| Appointing Representative ABN | 51159696830 |
| Memberships |
Chartered Financial Analyst Institute (CFA) Financial Planning Association of Australia (FPA) |
| Further Restrictions | Advice on superannuation excludes self managed superannuation funds |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce ( Honours ) | Witwatersrand University |
| Bachelor of Commerce ( Honours ) | Witwatersrand University |
| Bachelor of Commerce | Witwatersrand University |
| Bachelor of Commerce | Witwatersrand University |
| Certified Financial Analyst | CFA Institute |
| Certified Financial Analyst | Witwatersrand University |
| Diploma of Financial Planning | Financial Planning Association |
| Diploma of Financial Planning | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000425542 |
MYPLANNER PROFESSIONAL SERVICES PTY LTD
Further restrictions: Advice on superannuation excludes self managed superannuation funds |
2017-06-30 - | MYPLANNER PROFESSIONAL SERVICES PTY LTD |
| 000456979 | CORE PRIVATE WEALTH PTY LIMITED | 2014-07-02 - 2017-05-30 | CORE PRIVATE WEALTH PTY LIMITED |
| 000226896 | CREDIT SUISSE AG | 2011-07-01 - 2013-01-31 | |
| 000234972 | LIPMAN BURGON AND PARTNERS PTY LIMITED | 2010-01-01 - 2011-06-30 |
| Licence Name | MYPLANNER PROFESSIONAL SERVICES PTY LTD |
| Licence Number | 000425542 |
| Licence ABN | 51159696830 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MARC SCHNEIDER | Myplanner Professional Services Pty Ltd | Current | 2018-08-28 |
| GARETH DAVIES | Myplanner Professional Services Pty Ltd | Current | 2018-08-15 |
| LEONARD NORMAN ELIAS | Myplanner Professional Services Pty Ltd | Current | 2018-07-23 |
| EVA MARIA WADE | Myplanner Professional Services Pty Ltd | Current | 2018-07-13 |
| MERVIN WILLY ROBERT | Myplanner Professional Services Pty Ltd | Current | 2018-07-13 |
| CHRIS JOHN CANNON | Myplanner Professional Services Pty Ltd | Current | 2018-07-13 |
| TODD PETER MARTIN | Myplanner Professional Services Pty Ltd | Current | 2018-07-13 |
| NATHAN JOSHUA BOSMAN | Myplanner Professional Services Pty Ltd | Current | 2018-07-13 |
| DANNY PIANTA | Myplanner Professional Services Pty Ltd | Current | 2018-07-13 |
| CLINTON PAUL RAUTNER GILLMAN | Myplanner Professional Services Pty Ltd | Current | 2018-07-13 |
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| 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.