Alicia Ualesi Kendall – Financial Adviser

Adviser identifying number: 251054
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: BURRELL STOCKBROKING PTY LTD
Licence number: 247431
Licensee’s ABN: 82088958481
Licence controlled by: BURRELL & CO HOLDINGS PTY LTD

The date the Financial Adviser commenced the appointment: 21/11/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BURRELL STOCKBROKING PTY LTD
Authorised Representative identifying number: 247431
Authorised Representative’s ABN: 82088958481

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:

• Bachelors of Commerce in Financial Planning & Investment – Griffith University
• Certificate in Financial Planning – The Chartered Insurance Institute
• Diploma of Stockbroking – Stockbrokers Association of Australia
• Financial Planner AFP ? – Financial Planning Association of Australia
• Master of Business Administration – University of Southern Queensland

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Alicia Ualesi Kendall 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
• Securities
• Superannuation
• Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services