John Charles Barton – Financial Adviser

Adviser identifying number: 1236846
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1994

Name of the licence holder: MGD WEALTH LTD
Licence number: 222600
Licensee’s ABN: 53009079725
Licence controlled by: 3 TIMES 8 PTY LTD

The date the Financial Adviser commenced the appointment: 21/04/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MGD WEALTH LTD
Authorised Representative identifying number: 222600
Authorised Representative’s ABN: 53009079725

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 Economics – UQ
  • Certificate in Banking – University of Southern Queensland
  • Graduate Dip. In Marketing – Royal Melbourne Insitute of Technology
  • Master of Applied Finance – Kaplan
  • Master of Business Adminsitration – Royal Melbourne Insitute of Technology

Relevant memberships of professional bodies or industry associations:

  • Financial Chartered Accountant
  • Financial Planning Association of Australia (FPA)

John Charles Barton 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
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility