Hugh Urquhart – Financial Adviser

Adviser identifying number: 441485
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: CHANCELLOR PORTFOLIO SERVICES PTY LTD
Licence number: 241429
Licensee’s ABN: 88079006367
Licence controlled by:

The date the Financial Adviser commenced the appointment: 06/08/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CHANCELLOR PORTFOLIO SERVICES PTY LTD
Authorised Representative identifying number: 241429
Authorised Representative’s ABN: 88079006367

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• ASX Accredited Derivatives Adviser Level One Exam – Kaplan Professional
• Margin Lending & Geared Investments – Kaplan Professional
• PS146 Compliance for Stockbrokers – Securities Institute

Relevant memberships of professional bodies or industry associations:

Hugh Urquhart is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Government Debentures, Stocks or Bonds
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility