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