Allison Jane Mckelvie – Financial Adviser

Adviser identifying number: 1001405
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012

Name of the licence holder: HB SUPER FUND STRATEGIES PTY LTD
Licence number: 453942
Licensee’s ABN: 96101388738
Licence controlled by: RIVERTWIN PTY LTD

The date the Financial Adviser commenced the appointment: 12/07/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HB SUPER FUND STRATEGIES PTY LTD
Authorised Representative identifying number: 453942
Authorised Representative’s ABN: 96101388738

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:

• Bachelor of Business (Accountancy) – Queensland University of Technology
• Certifciate of Public Practice – CPA

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• SMSF Association

Allison Jane Mckelvie is authorised to provide advices on following products:

• Superannuation / Self-Managed Superannuation Fund
• Superannuation / A person’s existing holding in a superannuation product
• Class of Product Advice – Superannuation