Daniel James Bergman – Financial Adviser
Adviser identifying number: 1235039
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2014
Name of the licence holder: BELL POTTER SECURITIES LIMITED
Licence number: 243480
Licensee’s ABN: 25006390772
Licence controlled by: BELL FINANCIAL GROUP LIMITED
The date the Financial Adviser commenced the appointment: 09/07/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BELL POTTER SECURITIES LIMITED
Authorised Representative identifying number: 243480
Authorised Representative’s ABN: 25006390772
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:
- ADA1 Level 1 – Kaplan Education Pty Ltd
- Diploma of Financial Planning – Integrity Education Group Pty Ltd
- Margin Lending Accreditation Program – Stockbroker Association of Australia / DeakinPrime
Relevant memberships of professional bodies or industry associations:
Daniel James Bergman is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Securities
- Margin Lending Facility / Standard Margin Lending Facility