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