Duncan George Forbes – Financial Adviser

Adviser identifying number: 1006570
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: HUGHES FORBES FINANCIAL SERVICES PTY LTD
Licence number: 323719
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 02/03/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HUGHES FORBES FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 323719
Authorised Representative’s ABN:

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:

• Certified Practising Accountant – CPA Australia
• Chartered Accountant – Institute of Chartered Accountants
• Diploma of Financial Services – Traineeship Management Australia

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Chartered Financial Analyst Institute (CFA)

Duncan George Forbes is authorised to provide advices on following products:

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