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