Miles Royce Bellman – Financial Adviser
Adviser identifying number: 1005949
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005
Name of the licence holder: CANACCORD GENUITY (AUSTRALIA) LIMITED
Licence number: 234666
Licensee’s ABN: 19075071466
Licence controlled by:
The date the Financial Adviser commenced the appointment: 23/11/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CANACCORD GENUITY (AUSTRALIA) LIMITED
Authorised Representative identifying number: 234666
Authorised Representative’s ABN: 19075071466
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:
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Relevant qualifications and training:
- Bachelor of Business (Economics and Finance) – Royal Melbourne Institute of Technology University
- Company Directors Course – Australian Institute of Company Directors
- Graduate Diploma of Applied Finance and Investment – Securities Institute Education
- Graduate Diploma of Financial Planning – Financial Services Institute of Australasia
- Master of Business Administration – University of Melbourne
Relevant memberships of professional bodies or industry associations:
- Australian Institute of Company Directors
- Financial Services Institute of Australasia
- Investment Management Consultants Association of Australia
- Melbourne Junior Chamber of Commerce
- Stockbrokers Association of Australia
Miles Royce Bellman is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility