Alan Mccredie – Financial Adviser

Adviser identifying number: 1001334
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1986

Name of the licence holder: ASCENT FINANCIAL STRATEGIES PTY. LIMITED
Licence number: 238770
Licensee’s ABN: 19078467893
Licence controlled by: ALAN MCCREDIE

The date the Financial Adviser commenced the appointment: 02/02/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ASCENT FINANCIAL STRATEGIES PTY. LIMITED
Authorised Representative identifying number: 238770
Authorised Representative’s ABN: 19078467893

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:

• Certified Financial Planner – FPA
• Chartered Financial Analyst – CFA Institute
• Diploma of Financial Planning – IAFP & Deakin University
• Master of Commerce – Financial Planning – University of Western Sydney

Relevant memberships of professional bodies or industry associations:

• Chartered Financial Analyst Institute (CFA)
• Financial Planning Association of Australia (FPA)
• The Tax Institute

Alan Mccredie 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