Andrew Lappan – Financial Adviser

Adviser identifying number: 1007660
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013

Name of the licence holder: BELL POTTER SECURITIES LIMITED
Licence number: 243480
Licensee’s ABN: 25006390772
Licence controlled by: BELL FINANCIAL GROUP LIMITED

The date the Financial Adviser commenced the appointment: 29/10/2012
The date the Financial Adviser ceased the appointment: 22/04/2015
Name of the Authorised Representative:
Authorised Representative identifying number:
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Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
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Relevant qualifications and training:

  • Accredited Derivatives Adviser Level 1 & 2 – Deakin University
  • Bachelor of Business (Accounting) – Australian Catholic University
  • Diploma of Financial Planning – Kaplan Professional Education
  • Graduate Certificate of Financial Planning – Financial Services Institute of Australiasia
  • Margin Lending Accreditation – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations:

Andrew Lappan is authorised to provide advices on following products: