Alistair Carmichael – Financial Adviser

Adviser identifying number: 1004571
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998

Name of the licence holder: ESCALA WEALTH MANAGEMENT PTY LTD
Licence number: 456207
Licensee’s ABN: 30162573828
Licence controlled by:

The date the Financial Adviser commenced the appointment: 25/07/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ESCALA WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 000456207
Authorised Representative’s ABN: 30162573828

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:

  • Accredited Derivatives Adviser Level 1 & 2 – Kaplan Professional
  • Core 1 (RG 146) Securities & Managed Investments – SDIA
  • Margin Lending Accreditation Program – SAA
  • Post Graduate Diploma in Financial Planning – FINSIA
  • Superannuation – RMIT/SDIA

Relevant memberships of professional bodies or industry associations:

Alistair Carmichael 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
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility