Simon Bruce Dalgarno – Financial Adviser

Adviser identifying number: 1001251
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998

Name of the licence holder: LEADENHALL CORPORATE ADVISORY PTY LTD
Licence number: 293586
Licensee’s ABN: 11114534619
Licence controlled by: CHALMORI PTY LIMITED ~ KAJE INVESTMENTS AUSTRALIA PTY LTD ~ The Trustee for The Wadi Rum Holdings Trust ~ Wadi Rum Trust [Date Ceased: 27/02/2016]

The date the Financial Adviser commenced the appointment: 24/03/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LEADENHALL CORPORATE ADVISORY PTY LTD
Authorised Representative identifying number: 293586
Authorised Representative’s ABN: 11114534619

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 Economics – University of Adelaide
• Chartered Accountant Business Valuation Specialist – Kaplan
• Chartered Accountants Australia and New Zealand – Institute of Chartered Accountants
• Graduate Diploma in Applied Finance & Investments – Securities Institute (FINSIA)

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• Financial Services Institute of Australia
• International Association of Consultants, Valuers and Analysts

Simon Bruce Dalgarno is authorised to provide advices on following products:

• Derivatives
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Securities