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- Financial Advisers Australia (FAA)
- David Alan Goodwin
David Alan Goodwin
- Name
- David Alan Goodwin
- ID
- 440849
- ABN
- –
- First Provided Advice
- 2002
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2003 - Bachelor of Business (Financial Planning With Distinction) - - RMIT
- 2005 - CFP Unit 1 Ethics, Professionalism and Compliance - - FPA
- 2007 - CFP Unit 2 - Applied Strategies 1 - - FPA
- 2010 - SMSF Specialist Adviser - - ASFA
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Association of Superannuation Funds Australia (ASFA)
- Australian Institute of Superannuation Trustees (AIST)
Licencee
- Status
- Current
- Licence Holder
- The Complete Planner Pty ltd (#278161)
- Commenced
- July 22, 2019
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Adviser Network Pty Ltd (#232729)
- Commenced
- July 1, 2013
- Ceased
- Jan. 23, 2018
- Status
- Ceased
- Licence Holder
- Banksia Partners Pty Ltd (#287080)
- Commenced
- April 10, 2018
- Ceased
- July 1, 2019
- Status
- Ceased
- Licence Holder
- Vicsuper Pty Ltd (#237333)
- Commenced
- Feb. 1, 2004
- Ceased
- Aug. 10, 2010