Christian Sebastian De Lloyd – Financial Adviser

Adviser identifying number: 304781
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: DE LLOYD PW PTY LTD
Licence number: 457799
Licensee’s ABN: 87168631696
Licence controlled by:

The date the Financial Adviser commenced the appointment: 19/11/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: DE LLOYD PW PTY LTD
Authorised Representative identifying number: 457799
Authorised Representative’s ABN: 87168631696

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:

• Advance Diploma of Accounting – TAFE NSW
• Bachelor of Business (Banking & Finance) – Queensland University of Technology
• Certificate IV in Accounting – TAFE NSW
• Diploma of Financial Services – TRIBECA
• Professional Certificate in Self-Managed Superannuation Funds – The University of Adelaide

Relevant memberships of professional bodies or industry associations: SMSF Association

Christian Sebastian De Lloyd is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit 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