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