Clayton Dominic D'cruz – Financial Adviser

Adviser identifying number: 303114
Status: Current
Adviser’s ABN: 29717142290
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: AUSTRALIAN CAPITAL FINANCIAL PLANNING PTY LTD
Licence number: 380552
Licensee’s ABN: 34122486935
Licence controlled by: BARRY PARKER

The date the Financial Adviser commenced the appointment: 07/02/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AUSTRALIAN CAPITAL FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 380552
Authorised Representative’s ABN: 34122486935

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 Commerce (Financial Planning) – Griffith University
  • Certified Financial Planning – Kaplan Professional Education
  • Margin Lending & Geared Investments – Kaplan Professional Education
  • Self Managed Superannuation Funds – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Clayton Dominic D’cruz is authorised to provide advices on following products:

  • Government Debentures, Stocks or Bonds
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility