Bernadette Anne West – Financial Adviser
Adviser identifying number: 311981
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007
Name of the licence holder: MERIT WEALTH PTY LTD
Licence number: 409361
Licensee’s ABN: 89125557002
Licence controlled by: EASTON INVESTMENTS LIMITED
The date the Financial Adviser commenced the appointment: 28/09/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MERIT WEALTH PTY LTD
Authorised Representative identifying number: 409361
Authorised Representative’s ABN: 89125557002
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:
- Advanced Diploma of Financial Services(FNS60404) – Mentor
- Bachelor of Commerce – Australian National University
- Diploma of Financial Planning(FNS50804) – CPA Australia
- Self Managed Superannuation Funds – Kaplan
Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)
Bernadette Anne West is authorised to provide advices on following products:
- Superannuation