Carl Lao – Financial Adviser

Adviser identifying number: 263967
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1987

Name of the licence holder: BRIDGES FINANCIAL SERVICES PTY LIMITED
Licence number: 240837
Licensee’s ABN: 60003474977
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 10/03/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BRIDGES FINANCIAL SERVICES PTY LIMITED
Authorised Representative identifying number: 240837
Authorised Representative’s ABN: 60003474977

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:

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Relevant qualifications and training:

Bachelor of Business (Accounting) – University of Technology (Sydney)
Certified Financial Planner Program – Financial Planning Association of Australia (FPA)
Diploma – Company Directors Course – Australian Institute of Company Directors
Margin Lending and Geared Investments – Kaplan Professional Education
Self Managed Superannuation Funds – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations:

CPA Australia (CPA)
Chartered Tax Advisor (Tax Institute)
Financial Planning Association of Australia (FPA)

Carl Lao is authorised to provide advices on following products:

Derivatives
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
Miscellaneous Financial Facility / Miscellaneous Financial Investment Products