Alan Favell – Financial Adviser
Adviser identifying number: 1002232
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1996
Name of the licence holder: FINANCIAL INDEX AUSTRALIA PTY LTD
Licence number: 240559
Licensee’s ABN: 90094287037
Licence controlled by: FINDEX GROUP LIMITED
The date the Financial Adviser commenced the appointment: 15/02/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINANCIAL INDEX AUSTRALIA PTY LTD
Authorised Representative identifying number: 240559
Authorised Representative’s ABN: 90094287037
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:
- CFP – FPA
- CFP – FPA
- Diploma of Financial Planning – FPA
- Diploma of Financial Planning – FPA
- Margin Lending & Geared Investments – Kaplan
- Margin Lending & Geared Investments – Kaplan
Relevant memberships of professional bodies or industry associations:
Alan Favell 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