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