Carla Michelle Piggott – Financial Adviser

Adviser identifying number: 424639
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: MYPLANNER PROFESSIONAL SERVICES PTY LTD
Licence number: 425542
Licensee’s ABN: 51159696830
Licence controlled by:

The date the Financial Adviser commenced the appointment: 04/04/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MYPLANNER PROFESSIONAL SERVICES PTY LTD
Authorised Representative identifying number: 425542
Authorised Representative’s ABN: 51159696830

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 Commerce (Property & Finance) – Curtin University of Technology
  • Master of Financial Planning – Curtin University of Technology
  • SMSF Specialist Advisor – Self Managed Super Fund Association

Relevant memberships of professional bodies or industry associations:

  • Financial Planning Association of Australia (FPA)
  • National Tax & Accountants’ Association
  • Tax Institute of Australia

Carla Michelle Piggott 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