Alison Jean Hamilton – Financial Adviser

Adviser identifying number: 330261
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: INTERPRAC FINANCIAL PLANNING PTY LTD
Licence number: 246638
Licensee’s ABN: 14076093680
Licence controlled by: INTERPRAC LTD.

The date the Financial Adviser commenced the appointment: 20/12/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BRISWORTH FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 1250760
Authorised Representative’s ABN: 80615641499

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:

  • Generic Financial Planning – Kaplan
  • Managed Investments – Securities Institute
  • Risk Management – Kaplan
  • Self Managed Super Fund Course – Tribeca
  • Superannuation and Retirement Planning – Securities Institute

Relevant memberships of professional bodies or industry associations:

  • Chartered Accountants Australia and New Zealand (CA)
  • National Tax and Accountants Association (NTAA)

Alison Jean Hamilton 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