Alison Perrott – Financial Adviser

Adviser identifying number: 1003191
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1989

Name of the licence holder: ORD MINNETT LIMITED
Licence number: 237121
Licensee’s ABN: 86002733048
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 18/10/2006
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ORD MINNETT LIMITED
Authorised Representative identifying number: 237121
Authorised Representative’s ABN: 86002733048

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:

  • ASX/ACH Responsible Executive – ASX
  • ASX/ACH Responsible Executive – ASX
  • Bachelor of Business (Finance & Economics) – University of Technology, Sydney
  • Bachelor of Business (Finance & Economics) – University of Technology, Sydney
  • Company Directors Course – Graduate Australian Institute of Company Directors
  • Company Directors Course – Graduate Australian Institute of Company Directors
  • Diploma of Financial Planning – Deakin University
  • Diploma of Financial Planning – Deakin University
  • Superannuation Accreditation – RMIT University
  • Superannuation Accreditation – RMIT University

Relevant memberships of professional bodies or industry associations:

  • Australian Institute of Company Directors
  • Australian Institute of Company Directors
  • Financial Planning Association of Australia (FPA)
  • Financial Planning Association of Australia (FPA)
  • Stockbrokers Association of Australia
  • Stockbrokers Association of Australia

Alison Perrott is authorised to provide advices on following products:

  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Securities
  • Superannuation