Alan Mccredie – Financial Adviser

Adviser identifying number: 1001334
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1986

Name of the licence holder: ASCENT FINANCIAL STRATEGIES PTY. LIMITED
Licence number: 238770
Licensee’s ABN: 19078467893
Licence controlled by: ALAN MCCREDIE

The date the Financial Adviser commenced the appointment: 02/02/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ASCENT FINANCIAL STRATEGIES PTY. LIMITED
Authorised Representative identifying number: 238770
Authorised Representative’s ABN: 19078467893

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:

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Relevant qualifications and training:

Certified Financial Planner – FPA
Chartered Financial Analyst – CFA Institute
Diploma of Financial Planning – IAFP & Deakin University
Master of Commerce – Financial Planning – University of Western Sydney

Relevant memberships of professional bodies or industry associations:

Chartered Financial Analyst Institute (CFA)
Financial Planning Association of Australia (FPA)
The Tax Institute

Alan Mccredie 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
Securities
Superannuation
Margin Lending Facility / Standard Margin Lending Facility