Alan Oliver – Financial Adviser

Adviser identifying number: 309588
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: ALARIE PTY LTD
Licence number: 481792
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 02/03/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ALARIE PTY LTD
Authorised Representative identifying number: 481792
Authorised Representative’s ABN:

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 IV in Financial Services (Finance/Mortgage Broking) – AAMC Training Group
• Diploma of Financial Services FNB50104 – Dover Financial Training Pty Ltd
• Margin Lending and Geared investment – Kaplan Professional Education
• Master of Business Administration – University of South Australia

Relevant memberships of professional bodies or industry associations:

• Australian Institute of Company Directors
• CPA Australia (CPA)
• Chartered Tax Adviser
• Governance Institute

Alan Oliver 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