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:
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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