Michael Innes – Financial Adviser

Adviser identifying number: 1004474
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1996

Name of the licence holder: ORD MINNETT FINANCIAL PLANNING PTY LIMITED
Licence number: 237122
Licensee’s ABN: 31066414613
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 30/01/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ORD MINNETT FINANCIAL PLANNING PTY LIMITED
Authorised Representative identifying number: 000237122
Authorised Representative’s ABN: 31066414613

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:

ADA Level 1 & 2 – ASX
ADA Level 1 & 2 – ASX
Certificate III in Financial Markets – Securities Institute of Australia
Certificate III in Financial Markets – Securities Institute of Australia
Diploma of Financial Markets – Securities Institute of Australia
Diploma of Financial Markets – Securities Institute of Australia
Margin Lending Accreditation – Kaplan
Margin Lending Accreditation – Kaplan
Superannuation Advice and Regulations – Securities Institute of Australia
Superannuation Advice and Regulations – Securities Institute of Australia

Relevant memberships of professional bodies or industry associations:

Financial Services Institute of Australasia
Financial Services Institute of Australasia

Michael Innes 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