Angela Graham – Financial Adviser
Adviser identifying number: 1003665
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2014
Name of the licence holder: BLUE SUMMIT FINANCIAL SOLUTIONS PTY LTD
Licence number: 412370
Licensee’s ABN: 24117603773
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/07/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BLUE SUMMIT FINANCIAL SOLUTIONS PTY LTD
Authorised Representative identifying number: 412370
Authorised Representative’s ABN: 24117603773
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 Medical Science – University of Sydney
- Graduate Diploma in Applied Finance – Kaplan
Relevant memberships of professional bodies or industry associations:
Angela Graham 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
- FHSA Issued non ADI