Elizabeth Foley – Financial Adviser
Adviser identifying number: 1000879
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005
Name of the licence holder: BENDIGO FINANCIAL PLANNING LIMITED
Licence number: 237898
Licensee’s ABN: 81087585073
Licence controlled by: BENDIGO AND ADELAIDE BANK LIMITED
The date the Financial Adviser commenced the appointment: 19/01/2005
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BENDIGO FINANCIAL PLANNING LIMITED
Authorised Representative identifying number: 237898
Authorised Representative’s ABN: 81087585073
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 Business (Marketing) – Monash University
- Graduate Diploma of Financial Planning – FINSIA
Relevant memberships of professional bodies or industry associations:
Elizabeth Foley is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit 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
- Superannuation