David Greenberg

Name
David Greenberg
ID
454118
ABN
First Provided Advice
2012
Restrictions
Excluding Self Managed Superannuation Funds

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
Akumin Financial Planning Pty Limited (#232706)
Commenced
March 16, 2020
Ceased
June 2, 2023
Status
Ceased
Licence Holder
Togethr Financial Planning Pty Ltd (#455010)
Commenced
July 20, 2023
Ceased
Feb. 28, 2025
Status
Ceased
Licence Holder
Akumin Financial Planning Pty Limited (#232706)
Commenced
Nov. 16, 2012
Ceased
Sept. 5, 2013
Status
Ceased
Licence Holder
Commonwealth Financial Planning Limited (#231139)
Commenced
Feb. 10, 2016
Ceased
Aug. 9, 2019
Status
Ceased
Licence Holder
Genesys Wealth Advisers Pty Limited (#232686)
Commenced
Feb. 26, 2014
Ceased
Sept. 25, 2014
Status
Ceased
Licence Holder
Westpac Banking Corporation (#233714)
Commenced
Oct. 30, 2014
Ceased
Dec. 22, 2015