Ronald John Mccumstie – Financial Adviser
Adviser identifying number: 1000516
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004
Name of the licence holder: MORSE FINANCIAL SERVICES PTY LTD
Licence number: 240689
Licensee’s ABN: 61003185742
Licence controlled by:
The date the Financial Adviser commenced the appointment: 10/09/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MORSE FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 240689
Authorised Representative’s ABN: 61003185742
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 (Accounting/Marketing) – Charles Sturt University
- Certified Financial Planner – FPA
- Certified Practising Accountant – CPA
- Diploma of Financial Planning – FPA
- Specialist in Financial Planning – CPA
Relevant memberships of professional bodies or industry associations:
- CPA Australia (CPA)
- Financial Planning Association of Australia (FPA)
Ronald John Mccumstie 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
- 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