Craig Thomas Fleet – Financial Adviser
Adviser identifying number: 246446
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1990
Name of the licence holder: MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Licence number: 244252
Licensee’s ABN: 61094529987
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
The date the Financial Adviser commenced the appointment: 24/04/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 000244252
Authorised Representative’s ABN: 61094529987
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:
- Entry level competencies for Financial Services Professionals – UTS
- Investment Planning 1 and 2 – Integratec
- Risk Management and Insurance Planning – FPA
- Superannuation and Retirement Planning – Integratec
- Taxation Planning ADFS 1; Estate Planning ADFS 2 – RG 146 Training Australia
Relevant memberships of professional bodies or industry associations:
Craig Thomas Fleet is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Superannuation
- All Securities