Elizabeth Mary Addis – Financial Adviser

Adviser identifying number: 239696
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: SUNSUPER FINANCIAL SERVICES PTY LTD
Licence number: 227867
Licensee’s ABN: 50087154818
Licence controlled by: SUNSUPER PTY. LTD.

The date the Financial Adviser commenced the appointment: 21/12/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SUNSUPER FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 227867
Authorised Representative’s ABN: 50087154818

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 Economics – University of Queensland
  • Diploma of Financial Planning – Financial Planning Association
  • Graduate Diploma Applied Finance and Investment – Securities Institute

Relevant memberships of professional bodies or industry associations:

  • Association of Superannuation Funds Australia (ASFA)
  • Australian Institute of Superannuation Trustees (AIST)
  • Financial Planning Association of Australia (FPA)

Elizabeth Mary Addis is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Life Products / Life Risk Insurance Products
  • Superannuation