Alan David Blackwell – Financial Adviser

Adviser identifying number: 260210
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1986

Name of the licence holder: LIFEWEALTH PTY LTD
Licence number: 279615
Licensee’s ABN: 79100448182
Licence controlled by: JAMES LEIGH VANDALOO ~ PAUL THOMAS MCKERNAN

The date the Financial Adviser commenced the appointment: 02/06/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LIFEWEALTH PTY LTD
Authorised Representative identifying number: 279615
Authorised Representative’s ABN: 79100448182

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
• Certified Financial Planner – Financial Planning Association
• Chartered Accountant – Institute of Chartered Accountants
• Financial Planning Specialist – Institute of Chartered Accountants
• Margin Lending & Geared Investments – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• Financial Planning Association of Australia (FPA)

Alan David Blackwell 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