Alan T Keal – Financial Adviser

Adviser identifying number: 248462
Status: Current
Adviser’s ABN: 13463964055
The year the Financial Adviser first provided advice: 2002

Name of the licence holder: HUNTER GREEN PTY LTD
Licence number: 225962
Licensee’s ABN: 12087491629
Licence controlled by: The G & A Hunter Family Trust

The date the Financial Adviser commenced the appointment: 03/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HUNTER GREEN PTY LTD
Authorised Representative identifying number: 000225962
Authorised Representative’s ABN: 12087491629

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:

  • Advanced Diploma of Financial Services (Financial Planning) – AMP Financial Planning
  • Certificate IV Financial Services (Finance/Mortgage Broking) – Tribeca
  • Diploma of Financial Services (Financial Planning) – AMP Limited

Relevant memberships of professional bodies or industry associations:

  • CFP – Certified Financial Planner (FPA)
  • Financial Planning Association of Australia (FPA)
  • MFAA – Mortgage & Finance Association of Australia

Alan T Keal 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
  • Managed Investment Schemes / MDA Services
  • Retirement Savings Account Products
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility