David Mark Summers – Financial Adviser
Adviser identifying number: 1004401
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1989
Name of the licence holder: EVANS AND PARTNERS PTY. LTD.
Licence number: 318075
Licensee’s ABN: 85125338785
Licence controlled by: EVANS DIXON PTY LIMITED ~ JOLIMONT TERRACE INVESTMENTS PTY LTD [Date Ceased: 08/02/2017] ~ DAVID EVANS [Date Ceased: 08/02/2017]
The date the Financial Adviser commenced the appointment: 31/08/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: EVANS AND PARTNERS PTY. LTD.
Authorised Representative identifying number: 000318075
Authorised Representative’s ABN: 85125338785
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:
- ADA 2 – KAPLAN
- Foreign Exchange – Deakin Prime
- Grad Dip in Applied Finance – Deakin Prime
- Margin Lending – KAPLAN
- RG146 – Deakin Prime
Relevant memberships of professional bodies or industry associations:
David Mark Summers is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- Foreign Exchange Contracts
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Securities
- Margin Lending Facility / Standard Margin Lending Facility
- Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services