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