Dane Lachlan Parsons – Financial Adviser
Adviser identifying number: 448833
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011
Name of the licence holder: SHAW AND PARTNERS LIMITED
Licence number: 236048
Licensee’s ABN: 24003221583
Licence controlled by:
The date the Financial Adviser commenced the appointment: 04/11/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SHAW AND PARTNERS LIMITED
Authorised Representative identifying number: 236048
Authorised Representative’s ABN: 24003221583
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:
- Accredited Derivatives Adviser Level 1 & 2 – Kaplan Professional Education
- Bachelor of Business Major in Finance – Bond University
- Margin Lending Accreditation – Kaplan Professional Education
- RG146 – Deakin University
- Specialist SMSF – Kaplan Professional Education
Relevant memberships of professional bodies or industry associations:
Dane Lachlan Parsons is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Managed Investment Schemes / MDA Services
- Securities
- Superannuation
- Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services