Courtney Lister – Financial Adviser

Adviser identifying number: 343630
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: SOLAR FINANCIAL ADVISORY PTY LTD
Licence number: 431915
Licensee’s ABN: 89161427916
Licence controlled by:

The date the Financial Adviser commenced the appointment: 27/02/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SOLAR FINANCIAL ADVISORY PTY LTD
Authorised Representative identifying number: 431915
Authorised Representative’s ABN: 89161427916

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:

• Advanced Diploma of Business (Marketing) – Maclay College
• Bachelor of Commerce – Marketing – Macquarie University
• Diploma of Financial Services (Financial Planning) – Financial Services Training & Assessment
• Self Managed Superannuation Funds – Kaplan

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Courtney Lister 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