Daniel Spencer – Financial Adviser
Adviser identifying number: 364911
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010
Name of the licence holder: ACCESSION3 FINANCIAL ADVISERS PTY LTD
Licence number: 331990
Licensee’s ABN:
Licence controlled by:
The date the Financial Adviser commenced the appointment: 13/01/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ACCESSION3 FINANCIAL ADVISERS PTY LTD
Authorised Representative identifying number: 331990
Authorised Representative’s ABN:
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:
- Advanced Diploma of Financial Planning – Kaplan Professional Education
- Tier 1 Margin Lending – Knowledge and SKills – Kaplan Professional Education
Relevant memberships of professional bodies or industry associations:
Daniel Spencer is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- Government Debentures, Stocks or Bonds
- Life Products / Life Risk Insurance Products
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility
- FHSA Issued non ADI