David Smallacombe – Financial Adviser
Adviser identifying number: 1005768
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000
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: 01/11/2016
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:
- Accredited Derivatives Adviser Level 2 Exam – Australian Stock Exchange
- Bachelor of Economics – The Flinders University of South Australia
- Diploma of Financial Services (Financial Planning) (FNS50804) – Kaplan Professional Education
- Graduate Diploma in Applied Finance and Investment – Securities Institute Education
- Margin Lending Accreditation Program – Stockbrokers Association of Australia
Relevant memberships of professional bodies or industry associations: Financial Services Institute of Australasia
David Smallacombe 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
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility