Dean James Surkitt – Financial Adviser
Adviser identifying number: 1001949
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1986
Name of the licence holder: PHILLIP CAPITAL LIMITED
Licence number: 246827
Licensee’s ABN: 14002918247
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/09/2008
The date the Financial Adviser ceased the appointment: 30/06/2010
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Disciplinary actions start date against the Financial Adviser:
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Relevant qualifications and training:
- Margin Lending and Geared Investments – Kaplan Education Pty Ltd
- SDIA Accreditation Program Assessment – SDIA / Deakin University
Relevant memberships of professional bodies or industry associations: Stockbrokers Association of Australia
Dean James Surkitt is authorised to provide advices on following products: