Daniel Edward Mcfarlane – Financial Adviser
Adviser identifying number: 1001579
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009
Name of the licence holder: PHILLIP CAPITAL LIMITED
Licence number: 246827
Licensee’s ABN: 14002918247
Licence controlled by:
The date the Financial Adviser commenced the appointment: 12/03/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PHILLIP CAPITAL LIMITED
Authorised Representative identifying number: 246827
Authorised Representative’s ABN: 14002918247
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:
- Foreign Exchange – Kaplan
- Margin Lending & Geared Investments – Kaplan
- PS 146 – Deakin University
- Superannuation – RMIT University
Relevant memberships of professional bodies or industry associations:
Daniel Edward Mcfarlane is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Foreign Exchange Contracts
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Securities
- Margin Lending Facility / Standard Margin Lending Facility