Erin Marie Lynes – Financial Adviser

Adviser identifying number: 392576
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010

Name of the licence holder: NORTHHAVEN FINANCIAL MANAGEMENT PTY LIMITED
Licence number: 245627
Licensee’s ABN: 35074700995
Licence controlled by:

The date the Financial Adviser commenced the appointment: 06/12/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: NORTHHAVEN FINANCIAL MANAGEMENT PTY LIMITED
Authorised Representative identifying number: 245627
Authorised Representative’s ABN: 35074700995

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 International Business – University of Scranton USA
  • Bachelor of Spainish – University of Scranton USA
  • Diploma of Financial Services (Financial Planning) – Kaplan
  • Master of International Business Administration – Foro Europeo Escuela de Negocios Spain
  • SMSF Specialist Advisor (SSA) Accreditation – SMSF Association

Relevant memberships of professional bodies or industry associations:

Erin Marie Lynes is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Derivatives
  • Foreign Exchange Contracts
  • 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