Alan Maxwell Syle – Financial Adviser
Adviser identifying number: 245244
Status: Current
Adviser’s ABN: 62170084530
The year the Financial Adviser first provided advice: 1996
Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD
The date the Financial Adviser commenced the appointment: 08/12/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Authorised Representative identifying number: 000234951
Authorised Representative’s ABN: 11074608558
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:
- Certificate of Advanced Investment Planning – FPA
- Certificate of Estate Planning – FPA
- Certificate of Financial Planning Construction – FPA
- Certificate of Taxation Planning – FPA
- Diploma of Financial Planning – FPA
Relevant memberships of professional bodies or industry associations:
Alan Maxwell Syle 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
- Retirement Savings Account Products
- Superannuation