Melanie Davies – Financial Adviser
Adviser identifying number: 1248363
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
Name of the licence holder: NEO FINANCIAL SOLUTIONS PTY LTD
Licence number: 385845
Licensee’s ABN: 64141607098
Licence controlled by:
The date the Financial Adviser commenced the appointment: 03/10/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: THE TRUSTEE FOR DWG UNIT TRUST
Authorised Representative identifying number: 425552
Authorised Representative’s ABN: 73856002122
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:
- DFP Unit 1 – Generic Knowledge – Kaplan
- DFP Unit 2 – Life Insurance – Kaplan
Relevant memberships of professional bodies or industry associations:
Melanie Davies 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