Beverly Emslie Harvey – Financial Adviser

Adviser identifying number: 1000976
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010

Name of the licence holder: MOMENTUM PLANNING PTY LTD
Licence number: 322220
Licensee’s ABN: 80106837558
Licence controlled by: MOMENTUM PLANNING PTY LTD

The date the Financial Adviser commenced the appointment: 10/08/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MOMENTUM PLANNING PTY LTD
Authorised Representative identifying number: 322220
Authorised Representative’s ABN: 80106837558

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 – Edith Cowan University
• CFP Certification – FPA
• Graduate Certificate in Financial Planning – Finsia
• Margin lending & Geared Investments – Kaplan

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Beverly Emslie Harvey 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
• Margin Lending Facility / Standard Margin Lending Facility