David Anh LE

Name
David Anh LE
ID
1252592
ABN
First Provided Advice
2017
Restrictions
Managed Investments - restricted to model portfolios only Secruities - restricted to Exchange Traded Funds (ETFs)

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee

Status
Ceased
Licence Holder
Consilium Advice Pty Ltd (#424974)
Commenced
Nov. 9, 2021
Ceased
Jan. 31, 2024
Status
Ceased
Licence Holder
Climb Wealth Pty Ltd (#409424)
Commenced
March 7, 2017
Ceased
July 4, 2018
Status
Ceased
Licence Holder
Consilium Advice Pty Ltd (#424974)
Commenced
March 8, 2019
Ceased
Feb. 29, 2020
Status
Ceased
Licence Holder
Spectrum Wealth Advisers Pty Ltd (#334400)
Commenced
July 5, 2018
Ceased
March 8, 2019