DAVID EDDY

Licensee: FINPLAN AUSTRALIA PTY. LTD.

DAVID EDDY (Adviser# 001251937) 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 February 1, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name DAVID EDDY
Adviser Number 001251937
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1980
Financial Service (AFS) Licence Licence# 000247459
FINPLAN AUSTRALIA PTY. LTD.
Licence ABN 91005282146
Adviser Start Date 2017-02-01
Appointing Representative Name FINPLAN AUSTRALIA PTY. LTD.
Appointing Representative Number 000247459
Appointing Representative ABN 91005282146
Memberships CPA Australia (CPA)

Authorisations to provide financial product advice

  • DAVID EDDY
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Retirement Savings Account
  • ·
  • Superannuation
  • ·
  • Derivative Old Law Securities Options
  • ·
  • All Securities

Qualifications and training history

Qualification / Degree Institute / School
DIPLOMA OF BUSINESS STUDIES ACCOUNTING PRESTON INSTITUTE OF TECHNOLOGY

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000247459 FINPLAN AUSTRALIA PTY. LTD. 2017-02-01 - FINPLAN AUSTRALIA PTY. LTD.
000247459 FINPLAN AUSTRALIA PTY. LTD. 1995-04-01 - 2017-01-31

Licensee Information

Licence Name FINPLAN AUSTRALIA PTY. LTD.
Licence Number 000247459
Licence ABN 91005282146

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
STEPHEN EEDY Finplan Australia Pty. Ltd. Current 2017-02-01
SUZANNE EDDY Finplan Australia Pty. Ltd. Current 2017-02-01

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
STEPHEN EEDY Finplan Australia Pty. Ltd. Current 2017-02-01
SUZANNE EDDY Finplan Australia Pty. Ltd. Current 2017-02-01

Competitor

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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.