Timothy David Robert Monckton – Financial Adviser

Adviser identifying number: 1005848
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012

Name of the licence holder: BAILLIEU HOLST LTD
Licence number: 245421
Licensee’s ABN: 74006519393
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/11/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BAILLIEU HOLST LTD
Authorised Representative identifying number: 245421
Authorised Representative’s ABN: 74006519393

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: SDIA ACCREDITATION PROGRAM ASSESSMENT ASIC PS 146 – DEAKIN UNIVERSITIY

Relevant memberships of professional bodies or industry associations:

Timothy David Robert Monckton is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Foreign Exchange Contracts
  • Government Debentures, Stocks or Bonds
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Managed Investment Schemes / MDA Services
  • Retirement Savings Account Products
  • Securities
  • Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services