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- Financial Advisers Australia (FAA)
- David Isaacs
David Isaacs
- Name
- David Isaacs
- ID
- 433949
- ABN
- –
- First Provided Advice
- 2004
- Restrictions
- Advice on superannuation excludes self managed superannuation funds
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1999 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of the Witwatersrand
- 2000 - Bachelor of Commerce Honours - Bachelor Degree (AQF 7) - University of South Africa
- 2004 - Chartered Financial Analyst - Other - CFA Institute
- 2010 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
- 2018 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Chartered Financial Analyst Institute (CFA Institute)
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Current
- Licence Holder
- Quadrant Wealth Pty ltd (#507683)
- Commenced
- Oct. 5, 2018
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
- Core Private Wealth Pty Limited (#456979)
- Commenced
- July 2, 2014
- Ceased
- May 30, 2017
- Status
- Ceased
- Licence Holder
- Credit Suisse AG (#226896)
- Commenced
- July 1, 2011
- Ceased
- Jan. 31, 2013
- Status
- Ceased
- Licence Holder
- Lipman Burgon And Partners Pty Limited (#234972)
- Commenced
- Jan. 1, 2010
- Ceased
- June 30, 2011
- Status
- Ceased
- Licence Holder
- Myplanner Professional Services Pty Ltd (#425542)
- Commenced
- June 30, 2017
- Ceased
- Oct. 5, 2018