Craig Milroy – Financial Adviser

Adviser identifying number: 241930
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999

Name of the licence holder: GODFREY PEMBROKE LIMITED
Licence number: 230690
Licensee’s ABN: 23002336254
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED

The date the Financial Adviser commenced the appointment: 01/12/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GODFREY PEMBROKE LIMITED
Authorised Representative identifying number: 230690
Authorised Representative’s ABN: 23002336254

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 Degree – Financial Administration – University of New England
• CFP – Certified Financial Planner – Financial Planning Association of Australia
• Certificate – Executive Leadership – Stanford Business School
• Diploma – Financial Planning – Deakin University
• Post Graduate – Chartered Accountant (CA) – Institute of Chartered Accountants in Australia

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• Financial Planning Association of Australia (FPA)

Craig Milroy is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Deposit & Payment Products – Non-Cash Deposit Products
• Derivatives
• 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