Basil Macris – Financial Adviser

Adviser identifying number: 303217
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005

Name of the licence holder: GLENEAGLE ASSET MANAGEMENT LIMITED
Licence number: 226199
Licensee’s ABN: 29103162278
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/12/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GLENEAGLE ASSET MANAGEMENT LIMITED
Authorised Representative identifying number: 226199
Authorised Representative’s ABN: 29103162278

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:

• AFLS Responsible Manager CPD course – FEP
• AFLS Responsible Manager CPD course – FEP
• Accredited Deivatives Adviser Level 2 – Kaplan
• Accredited Deivatives Adviser Level 2 – Kaplan
• Accredited Derivatives Adviser Level 1 – Kaplan
• Accredited Derivatives Adviser Level 1 – Kaplan
• Bachelor of Business – Monash University
• Bachelor of Business – Monash University
• PS 146 in generic knowledge and specialist knowledge in Securities and managed investments – SDIA
• PS 146 in generic knowledge and specialist knowledge in Securities and managed investments – SDIA

Relevant memberships of professional bodies or industry associations:

Basil Macris is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Foreign Exchange Contracts
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Securities
• Margin Lending Facility / Standard Margin Lending Facility
• Miscellaneous Financial Facility / Miscellaneous Financial Investment Products