David Kimberley Venn – Financial Adviser

Adviser identifying number: 1236150
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1997

Name of the licence holder: MACQUARIE EQUITIES LIMITED
Licence number: 237504
Licensee’s ABN: 41002574923
Licence controlled by: MACQUARIE GROUP LIMITED

The date the Financial Adviser commenced the appointment: 30/06/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MACQUARIE EQUITIES LIMITED
Authorised Representative identifying number: 237504
Authorised Representative’s ABN: 41002574923

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 (ADA) – Level 2 – Australian Stock Exchange
  • Advanced Diploma of Financial Planning (Qualification) – Monarch Institute
  • Bachelor of Economics (Qualification) – Murdoch University
  • Diploma of Financial Planning (Qualification) – Monarch Institute
  • Self Managed Superannuation Funds – Monarch Institute

Relevant memberships of professional bodies or industry associations:

David Kimberley Venn is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Derivatives
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation