Rita Lamack – Financial Adviser

Adviser identifying number: 1001831
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008

Name of the licence holder: LINK ADVICE PTY LTD
Licence number: 258145
Licensee’s ABN: 36105811836
Licence controlled by: AUSTRALIAN ADMINISTRATION SERVICES PTY. LIMITED

The date the Financial Adviser commenced the appointment: 04/03/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LINK ADVICE PTY LTD
Authorised Representative identifying number: 258145
Authorised Representative’s ABN: 36105811836

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:

  • Advanced Estate Planning – Pinnacle Financial Services Academy
  • Advanced Taxation – Pinnacle Financial Services Academy
  • Bachelor of Arts (Economics Major) – University of Newcastle
  • Diploma of Financial Planning – Kaplan Professional Education
  • Self Managed Superannuation Funds – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations:

Rita Lamack 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