Alistair John Blake – Financial Adviser
Adviser identifying number: 258937
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004
Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD
The date the Financial Adviser commenced the appointment: 28/06/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AJB FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 407233
Authorised Representative’s ABN: 49150311658
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:
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Relevant qualifications and training:
- Generic Financial Planning – RMIT University
- Managed Investments – RMIT University
- Self Managed Super Fund Course – Kaplan
- Superannuation and Retirement Planning – RMIT University
Relevant memberships of professional bodies or industry associations:
- CPA Australia (CPA)
- National Tax and Accountants Association (NTAA)
Alistair John Blake is authorised to provide advices on following products:
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Superannuation