Iain Davidson – Financial Adviser

Adviser identifying number: 1000969
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013

Name of the licence holder: LIPMAN BURGON AND PARTNERS PTY LIMITED
Licence number: 234972
Licensee’s ABN: 81070454787
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/07/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LIPMAN BURGON AND PARTNERS PTY LIMITED
Authorised Representative identifying number: 234972
Authorised Representative’s ABN: 81070454787

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:

• Advanced Diploma of Financial Services (Financial Planning) – Kaplan
• Bachelor of Arts – Organisational Psychology – Macquarie University
• Diploma of Financial Services (Financial Planning) – Pinnacle
• Graduate Certificate in Applied Finance – Kaplan
• Graduate Diploma in Applied Finance – Kaplan

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Iain Davidson is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• 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
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility