Craig Mellors – Financial Adviser
Adviser identifying number: 239318
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003
Name of the licence holder: TONGLEE FINANCIAL SERVICES PTY LTD
Licence number: 289225
Licensee’s ABN: 63114011933
Licence controlled by:
The date the Financial Adviser commenced the appointment: 13/07/2005
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: TONGLEE FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 289225
Authorised Representative’s ABN: 63114011933
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:
- Certificate of Completion in Margin Lending and Geared Investments – Kaplan
- Certificate of Completion in Self Managed Superannuation Funds – Tribeca
- Diploma of Financial Advising – Securities Institute
Relevant memberships of professional bodies or industry associations:
Craig Mellors is authorised to provide advices on following products:
- 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