Claire Louise Mackay – Financial Adviser

Adviser identifying number: 255933
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: QUANTUM FINANCIAL SERVICES AUSTRALIA PTY. LIMITED
Licence number: 239200
Licensee’s ABN: 75066749853
Licence controlled by:

The date the Financial Adviser commenced the appointment: 07/01/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: QUANTUM FINANCIAL SERVICES AUSTRALIA PTY. LIMITED
Authorised Representative identifying number: 239200
Authorised Representative’s ABN: 75066749853

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 – Macquarie University
• Bachelor of Laws – Macquarie University
• Certified Financial Planner – Financial Planning Association of Australia
• Chartered Accountant – Institute of Chartered Accountants
• Master of Laws – University of Sydney

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• Financial Planning Association of Australia (FPA)
• Law Society of NSW
• Tax Institute of Australia

Claire Louise Mackay 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