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