Christine Therese Davie – Financial Adviser

Adviser identifying number: 1251579
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017

Name of the licence holder: PARETO GROUP PTY LTD
Licence number: 418700
Licensee’s ABN: 11155278078
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/02/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LAKESIDE FINANCIAL PTY LTD
Authorised Representative identifying number: 416882
Authorised Representative’s ABN:

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 of Economics – Monash University
  • Diploma of Financial Planning – Mentor Education

Relevant memberships of professional bodies or industry associations:

Christine Therese Davie is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Superannuation