Ian Davey – Financial Adviser
Adviser identifying number: 1000529
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004
Name of the licence holder: BURRELL STOCKBROKING PTY LTD
Licence number: 247431
Licensee’s ABN: 82088958481
Licence controlled by: BURRELL & CO HOLDINGS PTY LTD
The date the Financial Adviser commenced the appointment: 11/03/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BURRELL STOCKBROKING PTY LTD
Authorised Representative identifying number: 247431
Authorised Representative’s ABN: 82088958481
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:
- Bachelor of Business – Chisolm University
- Derivatives ASX ADA Levels 1 & 2 – Kaplan
- Graduate Diploma of Applied Finance and Investment – Kaplan
- Margin Lending and Geared Investments – Kaplan
- RG146 Securities, Superannuation, Managed Investments, Financial Planning – Kaplan
Relevant memberships of professional bodies or industry associations:
- CPA Australia (CPA)
- Finsia
- Stockbrokers Association of Australia
Ian Davey 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
- Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services