Percival Perry – Financial Adviser
Adviser identifying number: 440013
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011
Name of the licence holder: ESCALA WEALTH MANAGEMENT PTY LTD
Licence number: 456207
Licensee’s ABN: 30162573828
Licence controlled by:
The date the Financial Adviser commenced the appointment: 24/07/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ESCALA WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 456207
Authorised Representative’s ABN: 30162573828
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 Arts (Major in Business) – Gettysburg College, USA
- Professional Diploma in Stockbroking – Deakin Prime
Relevant memberships of professional bodies or industry associations:
Percival Perry is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility