Terry Robert Limberg – Financial Adviser

Adviser identifying number: 1001333
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1987

Name of the licence holder: LIMBERG ASSET MANAGEMENT PTY LTD
Licence number: 339083
Licensee’s ABN: 70059058427
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/06/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LIMBERG ASSET MANAGEMENT PTY LTD
Authorised Representative identifying number: 339083
Authorised Representative’s ABN: 70059058427

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:

• Bachelor of Business (Major Accounting) – The New South Wales Institute of Technology (Univeristy of Technology Sydney)
• Intensive course in Financial Planning Securities Institute – Stock Market & Products – CPA Australia
• Risk Management & Insurance Products – CPA Australia

Relevant memberships of professional bodies or industry associations:

Terry Robert Limberg is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Government Debentures, Stocks or Bonds
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, excluding IDPS
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility
• Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services