David Mudie Long – Financial Adviser

Adviser identifying number: 1003143
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1987

Name of the licence holder: ORD MINNETT LIMITED
Licence number: 237121
Licensee’s ABN: 86002733048
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 15/12/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ORD MINNETT LIMITED
Authorised Representative identifying number: 237121
Authorised Representative’s ABN: 86002733048

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:

  • Bachelor of Financial Administration – University of New England
  • Certified Practising Accountant – CPA
  • Margin Lending Accreditation – Stockbrokers Association of Australia
  • Professional Diploma of Stockbroking – Stockbrokers Association of Australia
  • Superannuation Accreditation – Stockbrokers Association of Australia

Relevant memberships of professional bodies or industry associations:

  • CPA Australia (CPA)
  • Financial Services Institute of Australasia

David Mudie Long is authorised to provide advices on following products:

  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility