Miles Drummond Metcalf – Financial Adviser

Adviser identifying number: 299551
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999

Name of the licence holder: SMITH COFFEY PTY LTD
Licence number: 237972
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/03/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SMITH COFFEY PTY LTD
Authorised Representative identifying number: 237972
Authorised Representative’s ABN:

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 Business – University of WA
  • Bachelor of Business – University of WA
  • Certified Financial Planner – Financial Planning Association
  • Certified Financial Planner – Financial Planning Association
  • Chartered Accountant – Chartered Accountants Australia
  • Chartered Accountant – Chartered Accountants Australia
  • Chartered Tax Adviser – The Tax Institute
  • Chartered Tax Adviser – The Tax Institute
  • Institute of Public Accountants – Institute of Public Accountants
  • Institute of Public Accountants – Institute of Public Accountants

Relevant memberships of professional bodies or industry associations:

  • Financial Planning Association of Australia (FPA)
  • Financial Planning Association of Australia (FPA)
  • Institute of Public Accountants (IPA)
  • Institute of Public Accountants (IPA)
  • The Tax Institute
  • The Tax Institute

Miles Drummond Metcalf is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Derivatives
  • Foreign Exchange Contracts
  • 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
  • FHSA Issued non ADI