Brett Palmer – Financial Adviser
Adviser identifying number: 1002138
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004
Name of the licence holder: LUCID SERVICES PTY. LTD.
Licence number: 411596
Licensee’s ABN: 50097282632
Licence controlled by:
The date the Financial Adviser commenced the appointment: 20/01/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LUCID SERVICES PTY. LTD.
Authorised Representative identifying number: 411596
Authorised Representative’s ABN: 50097282632
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:
- ASX Accredited Listed Products Adviser (ALPA) Program – Kaplan Professional
- Bachelor of Commerce Degree – Deakin University
- Certificate in Self-Managed Super Fund Advice – Australian Executor Trustees
- Diploma of Financial Services (Financial Planning) – Tribeca
- Professional Year – Insititute of Chartered Accountants in Australia
Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)
Brett Palmer is authorised to provide advices on following products:
- Life Products / Life Risk Insurance Products
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility