David was employed as a cadet within the Financial Planning division at the start of the financial year 07. He forms part of the para-planning team and is gaining experience in the fields of investments, superannuation and wealth protection.
David holds a Diploma of Commerce and is in his second year of a Bachelor of Economics at
David's tasks include the preparation of:
ΕΎ Statements of Advice
· Records of Advice
· Review Statements of Advice
· Statements of Additional Advice
· Client statements