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