DAVID MCKAY FRENCH

Licensee: CIP LICENSING LIMITED

DAVID MCKAY FRENCH (Adviser# 000299840) 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 July 8, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name DAVID MCKAY FRENCH
Adviser Number 000299840
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2001
Financial Service (AFS) Licence Licence# 000471728
CIP LICENSING LIMITED
Licence Controlled By CIPL (HOLDING) LIMITED
Adviser Start Date 2015-07-08
Appointing Representative Name CIP LICENSING LIMITED
Appointing Representative Number 000471728
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • DAVID MCKAY FRENCH
  • ·
  • 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
Bachelor of Economics Flinders University of South Australia
Diploma in Financial Services (Financial Plannning) FNS50804 Mentor Education
Diploma of Corporate Management Institute of Corporate Managers

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000471728 CIP LICENSING LIMITED
Licence controlled by: CIPL (HOLDING) LIMITED
2015-07-08 - CIP LICENSING LIMITED
000237435 CAPRICORN INVESTMENT PARTNERS PTY LTD 2004-01-09 - 2016-06-20 CAPRICORN INVESTMENT PARTNERS PTY LTD

Licensee Information

Licence Name CIP LICENSING LIMITED
Licence Number 000471728

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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.