Mark Leslie Duncan – Financial Adviser
Adviser identifying number: 1005393
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008
Name of the licence holder: BEULAH PRIVATE CLIENTS PTY LTD
Licence number: 227675
Licensee’s ABN: 46050199338
Licence controlled by: BEULAH GROUP HOLDINGS PTY LTD
The date the Financial Adviser commenced the appointment: 01/07/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BEULAH PRIVATE CLIENTS PTY LTD
Authorised Representative identifying number: 227675
Authorised Representative’s ABN: 46050199338
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:
- Advanced Diploma of Financial Services (Financial Planning) – Tribeca
- Advanced Diploma of Financial Services (Financial Planning) – Tribeca
Relevant memberships of professional bodies or industry associations:
Mark Leslie Duncan 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
- Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services