Allison Jane Mckelvie – Financial Adviser

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

Name of the licence holder: MYPLANNER AUSTRALIA PTY LTD
Licence number: 345905
Licensee’s ABN: 28140520225
Licence controlled by:

The date the Financial Adviser commenced the appointment: 24/02/2012
The date the Financial Adviser ceased the appointment: 10/07/2014
Name of the Authorised Representative: ALLISON JANE MCKELVIE
Authorised Representative identifying number: 000418162
Authorised Representative’s ABN:

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: