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- David Bertram
David Bertram
- Name
- David Bertram
- ID
- 255336
- ABN
- –
- First Provided Advice
- 1989
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
- Sentinel Private Wealth Pty Ltd (#344762)
- Commenced
- June 3, 2013
- Ceased
- June 27, 2017
- Status
- Ceased
- Licence Holder
- Smart Solutions Group (aust) Pty Ltd (#500218)
- Commenced
- Sept. 5, 2017
- Ceased
- April 17, 2018