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