Andrew Steven Whittaker – Financial Adviser

Adviser identifying number: 329677
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008

Name of the licence holder: MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Licence number: 244252
Licensee’s ABN: 61094529987
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

The date the Financial Adviser commenced the appointment: 27/03/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 244252
Authorised Representative’s ABN: 61094529987

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:

• Graduate Diploma in Building Project Management – Queensland University of Technology
• Graduate Diploma of Financial Planning – Kaplan
• Margin Lending and Geared Investments – Kaplan
• Self Managed Superannuation Funds – Kaplan
• Tax (Financial) Adviser – Tax Practitioners Board

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• SMSF Association
• Tax Practitioners Board

Andrew Steven Whittaker 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
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility
• All Securities