Colin John Ward – Financial Adviser
Adviser identifying number: 222915
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002
Name of the licence holder: FINANCIAL SERVICES PARTNERS PTY LIMITED
Licence number: 237590
Licensee’s ABN: 15089512587
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
The date the Financial Adviser commenced the appointment: 07/06/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINANCIAL SERVICES PARTNERS PTY LIMITED
Authorised Representative identifying number: 237590
Authorised Representative’s ABN: 15089512587
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:
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Relevant qualifications and training:
- ALPA – Kaplan
- Advanced Diploma of Financial Services (Financial Planning) and Diploma of Financial Services – Tribeca
- Bachelor of Business – University of Technology Sydney
- Certificate IV in Financial Services (Finance/Mortgage broking) – Traineeship Management Australia
- Certified Financial Planner – FPA
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- SMSF Association
Colin John Ward 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