Courtney Purl – Financial Adviser

Adviser identifying number: 1000297
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2014

Name of the licence holder: WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD
Licence number: 230637
Licensee’s ABN: 36076858494
Licence controlled by: WILLIAM BUCK (SA) PTY LTD

The date the Financial Adviser commenced the appointment: 14/05/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD
Authorised Representative identifying number: 230637
Authorised Representative’s ABN: 36076858494

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 (Management) – University of Adelaide
• Graduate Diploma of Financial Planning – Kaplan

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Courtney Purl 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