Alison Perrott – Financial Adviser
Adviser identifying number: 1003191
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1989
Name of the licence holder: ORD MINNETT LIMITED
Licence number: 237121
Licensee’s ABN: 86002733048
Licence controlled by: IOOF HOLDINGS LTD
The date the Financial Adviser commenced the appointment: 18/10/2006
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ORD MINNETT LIMITED
Authorised Representative identifying number: 237121
Authorised Representative’s ABN: 86002733048
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:
- ASX/ACH Responsible Executive – ASX
- ASX/ACH Responsible Executive – ASX
- Bachelor of Business (Finance & Economics) – University of Technology, Sydney
- Bachelor of Business (Finance & Economics) – University of Technology, Sydney
- Company Directors Course – Graduate Australian Institute of Company Directors
- Company Directors Course – Graduate Australian Institute of Company Directors
- Diploma of Financial Planning – Deakin University
- Diploma of Financial Planning – Deakin University
- Superannuation Accreditation – RMIT University
- Superannuation Accreditation – RMIT University
Relevant memberships of professional bodies or industry associations:
- Australian Institute of Company Directors
- Australian Institute of Company Directors
- Financial Planning Association of Australia (FPA)
- Financial Planning Association of Australia (FPA)
- Stockbrokers Association of Australia
- Stockbrokers Association of Australia
Alison Perrott is authorised to provide advices on following products:
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Securities
- Superannuation