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