Malcolm Reid – Financial Adviser
Adviser identifying number: 1006197
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999
Name of the licence holder: BELL POTTER SECURITIES LIMITED
Licence number: 243480
Licensee’s ABN: 25006390772
Licence controlled by: BELL FINANCIAL GROUP LIMITED
The date the Financial Adviser commenced the appointment: 28/09/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BELL POTTER SECURITIES LIMITED
Authorised Representative identifying number: 243480
Authorised Representative’s ABN: 25006390772
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:
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Relevant qualifications and training:
- Accredited Derivatives Adviser Level 2 Exam – Australia Stock Exchange
- Diploma of Financial Markets – Securities Institute Education
- Diploma of Financial Planning – Financial Planning Association of Australia
- Margin Lending Accreditation Program – Stockbrokers Association of Australia
Relevant memberships of professional bodies or industry associations: Financial Services Institute of Australasia
Malcolm Reid 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
- Margin Lending Facility / Standard Margin Lending Facility