Duncan George Forbes – Financial Adviser
Adviser identifying number: 1006570
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009
Name of the licence holder: HUGHES FORBES FINANCIAL SERVICES PTY LTD
Licence number: 323719
Licensee’s ABN:
Licence controlled by:
The date the Financial Adviser commenced the appointment: 02/03/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HUGHES FORBES FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 323719
Authorised Representative’s ABN:
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:
- Certified Practising Accountant – CPA Australia
- Chartered Accountant – Institute of Chartered Accountants
- Diploma of Financial Services – Traineeship Management Australia
Relevant memberships of professional bodies or industry associations:
- CPA Australia (CPA)
- Chartered Financial Analyst Institute (CFA)
Duncan George Forbes is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- 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
- Margin Lending Facility / Standard Margin Lending Facility