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David Leo Willis

Name
David Leo Willis
ID
1246151
ABN
–
First Provided Advice
2016
Restrictions
Superannuation limited to:- Self managed superannuation funds- A persons existing holding in a superannuation product but only to the extent required for: 1. making a recommendation that a person establish a self-managed superannuation fund;and 2. providing advice to the person on contributions or pensions under a superannuation product.

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
Synstrat Management Pty. Ltd. (#227169)
Commenced
Aug. 1, 2016
Ceased
Sept. 22, 2020