Scott Forbes – Financial Adviser
Adviser identifying number: 1001235
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1991
Name of the licence holder: CLAN CAPITAL MANAGEMENT PTY LTD
Licence number: 436836
Licensee’s ABN: 48066792603
Licence controlled by:
The date the Financial Adviser commenced the appointment: 07/05/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CLAN CAPITAL MANAGEMENT PTY LTD
Authorised Representative identifying number: 436836
Authorised Representative’s ABN: 48066792603
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 Broker Exam – Securities Institute Education
- Cerfiticate in Applied Self Managed Super Fund Advice – Australian Executor Trustees
- Diploma of Financial Services (Financial Planning) – Kaplan Education
- Policy Statement 146 Knowledge Assessment – Integratec Australia
Relevant memberships of professional bodies or industry associations:
- Australian Shareholders Association
- Financial Planning Association of Australia (FPA)
- SMSF Association
Scott Forbes is authorised to provide advices on following products:
- 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