Hugh Urquhart Financial Planner Report

Name:
Hugh Urquhart

Rep Number:
000441485

Status:
Current

First Advice:
2007

Disciplinary action:
No action

Most Recent Role:
2014-08-06 onwards

Licensee
Name:

Number:
000241429

ABN:
88 079 006 367

Appointed By
Name:
Chancellor Portfolio Services Pty Ltd

Licence Number:
000241429

ABN:
88 079 006 367

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Securities
Superannuation

Qualifications
Kaplan Professional
ASX Accredited Derivatives Adviser Level One Exam
Kaplan Professional
Margin Lending & Geared Investments
Securities Institute
PS146 Compliance for Stockbrokers