Mark Rodney Minchin – Financial Adviser

Adviser identifying number: 365019
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: CRESTONE WEALTH MANAGEMENT LIMITED
Licence number: 231127
Licensee’s ABN: 50005311937
Licence controlled by: CRESTONE HOLDINGS LIMITED ~ UBS HOLDINGS PTY LTD [Date Ceased: 10/06/2016] ~ UBS HOLDINGS PTY LTD [Date Ceased: 10/06/2016]

The date the Financial Adviser commenced the appointment: 15/01/2009
The date the Financial Adviser ceased the appointment: 15/06/2010
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Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Relevant qualifications and training:

• Bachelor of Commerce – University Of Western Sydney
• Certified Financial Planner – Financial Planning Association of Australia
• Graduate Diploma of Applied Finance – Securities Institute of Australia
• Graduate Diploma of Financial Planning – Securities Institute of Australia

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Mark Rodney Minchin is authorised to provide advices on following products: