Patrick Francis Cullen – Financial Adviser
Adviser identifying number: 227556
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1997
Name of the licence holder: SECURE INVESTMENT PLANNING PTY LTD
Licence number: 324234
Licensee’s ABN: 43108566758
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/01/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: DAVID JOHN LUTZ
Authorised Representative identifying number: 227559
Authorised Representative’s ABN:
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: Diploma in Accountancy – Commercial Education Society of Australia
Relevant memberships of professional bodies or industry associations:
Patrick Francis Cullen is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit 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
- Margin Lending Facility / Standard Margin Lending Facility