Melanie Jane Nutbeam – Financial Adviser

Adviser identifying number: 418511
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1986

Name of the licence holder: PEAK INVESTMENT HOLDINGS PTY LTD
Licence number: 304008
Licensee’s ABN: 17118685993
Licence controlled by:

The date the Financial Adviser commenced the appointment: 29/01/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PEAK INVESTMENT HOLDINGS PTY LTD
Authorised Representative identifying number: 304008
Authorised Representative’s ABN: 17118685993

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:

• BACHELOR OF LAW – AUCKLAND UNIVERSITY NZ
• CERTIFICATE IN FINANCIAL PLANNING – FINANCIAL PLANNING ASSOCIATION AUSTRALIA
• DIPLOMA OF FINANCIAL PLANNING – FPA AUSTRALIA/DEAKIN UNIVERSITY
• GRADUATE DIPLOMA IN APPLIED FINANCE & INVESTMENT – FINANCIAL SERVICES INSTITUTE AUSTRALASIA
• INSURANCE & MPF INTERMEDIARIES QUALIFYING EXAMS – VOCATIONAL TRAINING COUNCIL HONG KONG

Relevant memberships of professional bodies or industry associations:

• AUSTRALIAN CHAMBER OF COMMERCE IN HONG KONG & MACAU
• CONFEDERATION OF INSURANCE BROKERS & INSURANCE INSTITUTE OF HONG KONG
• Financial Planning Association of Australia (FPA)
• NZ-HONG KONG CHAMBER OF COMMERCE

Melanie Jane Nutbeam is authorised to provide advices on following products:

• Managed Investment Schemes / MDA Services