Malcolm James Wicks – Financial Adviser
Adviser identifying number: 311135
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007
Name of the licence holder: DIVITIA PTY LTD
Licence number: 412113
Licensee’s ABN: 96153269633
Licence controlled by: JAMS FAMILY PTY LTD ~ JICK INVESTMENTS PTY LTD
The date the Financial Adviser commenced the appointment: 14/11/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: DIVITIA FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 315201
Authorised Representative’s ABN:
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 (Accounting) – QUT
- Diploma of Financial Services – Tribecca
Relevant memberships of professional bodies or industry associations:
- Chartered Accountants Australia and New Zealand (CA)
- SMSF Association
Malcolm James Wicks is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- 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
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility