Ian Wenham – Financial Adviser

Adviser identifying number: 250116
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: NAVIN ASSET MANAGEMENT PTY LTD
Licence number: 436596
Licensee’s ABN: 13109882831
Licence controlled by: PEAK INVESTMENT HOLDINGS PTY LTD

The date the Financial Adviser commenced the appointment: 10/12/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: NAVIN ASSET MANAGEMENT PTY LTD
Authorised Representative identifying number: 436596
Authorised Representative’s ABN: 13109882831

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 ARTS – UNIVERSITY OF ADELAIDE
• BACHELOR OF ARTS – UNIVERSITY OF ADELAIDE
• CERTIFICATE COMPETANCY RG146 SECURITIES, DERIVATIVES – TRIBECA
• CERTIFICATE COMPETANCY RG146 SECURITIES, DERIVATIVES – TRIBECA
• DIPLOMA IN FINANCE & INVESTMENT – SECURITIES INSTITUTE AUSTRALIA
• DIPLOMA IN FINANCE & INVESTMENT – SECURITIES INSTITUTE AUSTRALIA
• MBA MAJOR IN FINANCE & CORPORATE STRATEGY – AGSM UNIVERSITY OF NSW
• MBA MAJOR IN FINANCE & CORPORATE STRATEGY – AGSM UNIVERSITY OF NSW
• SERIES 16 – NEW YORK STOCK EXCHANGE USA
• SERIES 16 – NEW YORK STOCK EXCHANGE USA

Relevant memberships of professional bodies or industry associations:

• AUSTRALIAN INSTITUTE OF COMPANY DIRECTORS
• AUSTRALIAN INSTITUTE OF COMPANY DIRECTORS
• CEO INSTITUTE
• CEO INSTITUTE
• FINANCIAL SERVICES INSTITUTE OF AUSTRALIA
• FINANCIAL SERVICES INSTITUTE OF AUSTRALIA

Ian Wenham is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Securities
• Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services