Charles Richards Leyland – Financial Adviser

Adviser identifying number: 1002175
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1993

Name of the licence holder: LEYLAND PRIVATE ASSET MANAGEMENT PTY LTD
Licence number: 223419
Licensee’s ABN: 75081890799
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/09/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LEYLAND PRIVATE ASSET MANAGEMENT PTY LTD
Authorised Representative identifying number: 223419
Authorised Representative’s ABN: 75081890799

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:

• Certificate in Financial Markets – FINSIA
• Graduate Diploma Applied Finance and Investment – FINSIA
• NYSE General Securities Representative Series 7 – NASD

Relevant memberships of professional bodies or industry associations:

Charles Richards Leyland is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Managed Investment Schemes / MDA Services
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility