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:

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