Ronald Mellody – Financial Adviser

Adviser identifying number: 231418
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1977

Name of the licence holder: DOVER FINANCIAL ADVISERS PTY LTD
Licence number: 307248
Licensee’s ABN: 87112139321
Licence controlled by: TERRY MCMASTER

The date the Financial Adviser commenced the appointment: 17/12/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: DOVER FINANCIAL ADVISERS PTY LTD
Authorised Representative identifying number: 307248
Authorised Representative’s ABN: 87112139321

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:

  • ASX Listed Products Accreditation Course – LPAC Online
  • Chartered Accountant Financial Planning Specialist – The Institute of Chartered Accountants in Australia
  • Margin Lending and Geared Investments – Kaplan
  • RG146 Compliance – Kaplan
  • Self Managed Superannuation Funds – Count Wealth Accountants

Relevant memberships of professional bodies or industry associations:

  • CPA Australia (CPA)
  • Chartered Accountants Australia and New Zealand (CA)
  • Financial Planning Association of Australia (FPA)
  • SMSF Association
  • Tax Institute

Ronald Mellody is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • 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