Barnaby James Proctor – Financial Adviser
Adviser identifying number: 420339
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012
Name of the licence holder: SECURINVEST FINANCIAL PLANNERS PTY. LTD.
Licence number: 223280
Licensee’s ABN: 38005526992
Licence controlled by:
The date the Financial Adviser commenced the appointment: 16/04/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SECURINVEST FINANCIAL PLANNERS PTY. LTD.
Authorised Representative identifying number: 223280
Authorised Representative’s ABN: 38005526992
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 Business (Finance & Economics) – Edith Cowan University
- Diploma of Financial Planning – Kaplan Professional Education
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- Golden Key International Honour Society
Barnaby James Proctor 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