Lloyd Harris – Financial Adviser

Adviser identifying number: 1004511
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: MORTGAGE CHOICE FINANCIAL PLANNING PTY LIMITED
Licence number: 422854
Licensee’s ABN: 97158645624
Licence controlled by: MORTGAGE CHOICE LIMITED

The date the Financial Adviser commenced the appointment: 12/09/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MORTGAGE CHOICE FINANCIAL PLANNING PTY LIMITED
Authorised Representative identifying number: 000422854
Authorised Representative’s ABN: 97158645624

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 Diploma of Financial Planning – Kaplan
• Bachelor of Business (Banking, Finance and Funds Management) – Queensland University Technology
• Diploma of Financial Services (Financial Planning) – Tribeca
• Graduate Certificate of Applied Finance – Kaplan
• Master of Applied Finance – Kaplan

Relevant memberships of professional bodies or industry associations:

Lloyd Harris is authorised to provide advices on following 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
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility