Alan Michael Perrott – Financial Adviser

Adviser identifying number: 235764
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: WEALTHSURE FINANCIAL SERVICES PTY LTD
Licence number: 326450
Licensee’s ABN: 59130288578
Licence controlled by: SENTRY GROUP PTY LTD

The date the Financial Adviser commenced the appointment: 01/03/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WEALTHSURE FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 326450
Authorised Representative’s ABN: 59130288578

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:

You might be interested in:

>>>Why You Don’t Need to Hire a Financial Adviser?

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Relevant qualifications and training:

Bachelor of Financial Administration – University of New England
Certified Financial Planner – Financial Planning Association
Chartered Accountant – SMSF Specialist – Institute of Chartered Accountants
Chartered Accountants – Financial Planning Specialist – Institute of Chartered Accountants
Fellow of Institute of Charted Accountants – Institute of Chartered Accountants

Relevant memberships of professional bodies or industry associations:

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

Alan Michael Perrott is authorised to provide advices on following products:

Deposit and Payment Products / Non-basic Deposit Products
Derivatives
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