Miles Royce Bellman – Financial Adviser

Adviser identifying number: 1005949
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005

Name of the licence holder: CANACCORD GENUITY (AUSTRALIA) LIMITED
Licence number: 234666
Licensee’s ABN: 19075071466
Licence controlled by:

The date the Financial Adviser commenced the appointment: 23/11/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CANACCORD GENUITY (AUSTRALIA) LIMITED
Authorised Representative identifying number: 234666
Authorised Representative’s ABN: 19075071466

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:

  • Bachelor of Business (Economics and Finance) – Royal Melbourne Institute of Technology University
  • Company Directors Course – Australian Institute of Company Directors
  • Graduate Diploma of Applied Finance and Investment – Securities Institute Education
  • Graduate Diploma of Financial Planning – Financial Services Institute of Australasia
  • Master of Business Administration – University of Melbourne

Relevant memberships of professional bodies or industry associations:

  • Australian Institute of Company Directors
  • Financial Services Institute of Australasia
  • Investment Management Consultants Association of Australia
  • Melbourne Junior Chamber of Commerce
  • Stockbrokers Association of Australia

Miles Royce Bellman is authorised to provide advices on following products:

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