Amy Early – Financial Adviser
Adviser identifying number: 1000954
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2014
Name of the licence holder: WILLIAM BUCK WEALTH ADVISORS (NSW) PTY LTD
Licence number: 240769
Licensee’s ABN: 93002367839
Licence controlled by:
The date the Financial Adviser commenced the appointment: 16/05/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WILLIAM BUCK WEALTH ADVISORS (NSW) PTY LTD
Authorised Representative identifying number: 240769
Authorised Representative’s ABN: 93002367839
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 Arts (Politics) – University of Wollongong
- Bachelor of Commerce – University of Wollongong
- Certified Financial Planner (CFP?) – Financial Planning Association of Australia (FPA)
- Graduate Diploma of Applied Finance (Financial Planning) – Kaplan Professional
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Amy Early is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Old Law Securities Options Contracts and Warrants Securities