Hugh Urquhart – Financial Adviser
Adviser identifying number: 441485
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007
Name of the licence holder: CHANCELLOR PORTFOLIO SERVICES PTY LTD
Licence number: 241429
Licensee’s ABN: 88079006367
Licence controlled by:
The date the Financial Adviser commenced the appointment: 06/08/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CHANCELLOR PORTFOLIO SERVICES PTY LTD
Authorised Representative identifying number: 241429
Authorised Representative’s ABN: 88079006367
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:
- ASX Accredited Derivatives Adviser Level One Exam – Kaplan Professional
- Margin Lending & Geared Investments – Kaplan Professional
- PS146 Compliance for Stockbrokers – Securities Institute
Relevant memberships of professional bodies or industry associations:
Hugh Urquhart 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
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility