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David Kaplan

Name
David Kaplan
ID
340763
ABN
–
First Provided Advice
2009

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
Aaa Financial Intelligence Ltd (#312478)
Commenced
June 26, 2012
Ceased
Feb. 13, 2013
Status
Ceased
Licence Holder
Affinia Financial Advisers Limited (#237857)
Commenced
Feb. 21, 2013
Ceased
Nov. 28, 2016
Status
Ceased
Licence Holder
Patronus Risk Specialists Pty Ltd (#336982)
Commenced
Oct. 5, 2010
Ceased
May 11, 2012