Frank Cassells – Financial Adviser

Adviser identifying number: 339999
Status: Current
Adviser’s ABN: 87820466771
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: FINANCIAL SERVICES PARTNERS PTY LIMITED
Licence number: 237590
Licensee’s ABN: 15089512587
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

The date the Financial Adviser commenced the appointment: 17/12/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINANCIAL SERVICES PARTNERS PTY LIMITED
Authorised Representative identifying number: 237590
Authorised Representative’s ABN: 15089512587

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 Commerce – James Cook University
  • Chartered Accountant Program – Institute of Chartered Accountants Australia

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

Frank Cassells is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • 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