Carolyn Bindon – Financial Adviser

Adviser identifying number: 241290
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: PRIVATE WEALTH PTY LTD
Licence number: 320404
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 29/02/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PRIVATE WEALTH PTY LTD
Authorised Representative identifying number: 320404
Authorised Representative’s ABN:

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:

• CFP ? Diploma of Financial Planning Unit 8 – Deakin University
• Certificate IV in Finance and Mortgage Broking – Kaplan Professional Education
• Certificate IV in Property Services – Complete Property Training
• Diploma of Financial Planning – Deakin University
• Graduate Diploma in Financial Planning – Kaplan Professional Education
• Master of Financial Planning – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations:

• Association of Superannuation Funds Australia (ASFA)
• Australian and New Zealand Institute of Insurance and Finance (ANZIIF)

Carolyn Bindon 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
• Margin Lending Facility / Standard Margin Lending Facility