Mark Davidson – Financial Adviser
Adviser identifying number: 427049
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000
Name of the licence holder: ORD MINNETT FINANCIAL PLANNING PTY LIMITED
Licence number: 237122
Licensee’s ABN: 31066414613
Licence controlled by: IOOF HOLDINGS LTD
The date the Financial Adviser commenced the appointment: 15/12/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ORD MINNETT FINANCIAL PLANNING PTY LIMITED
Authorised Representative identifying number: 237122
Authorised Representative’s ABN: 31066414613
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:
- ADA Level 1 & 2 – ASX
- ADA Level 1 & 2 – ASX
- Bachelor of Business – University of Central Queensland
- Bachelor of Business – University of Central Queensland
- Diploma of Applied Finance – Securities Institute of Australia
- Diploma of Applied Finance – Securities Institute of Australia
- Diploma of Financial Planning – Deakin University
- Diploma of Financial Planning – Deakin University
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- Financial Planning Association of Australia (FPA)
Mark Davidson 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