Duncan Collie
Financial Adviser in Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001239328
- Location
- Perth WA 6000
- Licensee
- Industry Fund Services Limited (AFSL 232514)
- Authorised since
- 16 February 2016
- First provided advice
- 2003
- Qualifications
- Foundation DFP, Deakin University (2004); Advanced Diploma of Financial Planning, Deakin University (2008); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019); Graduate Diploma of Financial Planning, Kaplan Professional (2021); Tax for Financial Advising, Kaplan Professional (2024)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds
- Tax (financial) advice
- Yes
- Register status
- Current
About Duncan Collie
Duncan Collie is a financial adviser in Perth, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001239328.
Advice is given under the Australian financial services licence of Industry Fund Services Limited, licence number 232514. The current authorisation started on 16 February 2016.
The register records 2003 as the year Duncan first provided financial advice. Qualifications and training on file include Foundation DFP (Deakin University, 2004), Advanced Diploma of Financial Planning (Deakin University, 2008) and Ethics and Professionalism in Financial Advice (Kaplan Professional, 2019). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Duncan is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Duncan Collie a registered financial adviser?
Yes. Duncan Collie is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001239328.
Which licensee does Duncan Collie work under?
Industry Fund Services Limited, Australian financial services licence 232514.
What can Duncan Collie give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds.