Carmen Caldwell – Financial Adviser
Adviser identifying number: 1245803
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
Name of the licence holder: LONSDALE FINANCIAL GROUP LIMITED
Licence number: 246934
Licensee’s ABN: 76006637225
Licence controlled by: IOOF HOLDINGS LTD
The date the Financial Adviser commenced the appointment: 28/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LONSDALE FINANCIAL GROUP LIMITED
Authorised Representative identifying number: 246934
Authorised Representative’s ABN: 76006637225
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:
- Accountants Self-Managed Superannuation Funds Accreditation – Kaplan
- Advanced Diploma of Financial Planning – Kaplan
- Bachelor of Commerce (Accounting) – University of Canberra
Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)
Carmen Caldwell 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
- Managed Investment Schemes / MDA Services
- Retirement Savings Account Products
- Securities
- Superannuation