Garth Alexander Mcnally – Financial Adviser

Adviser identifying number: 237620
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1995

Name of the licence holder: MERIT WEALTH PTY LTD
Licence number: 409361
Licensee’s ABN: 89125557002
Licence controlled by: EASTON INVESTMENTS LIMITED

The date the Financial Adviser commenced the appointment: 14/12/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MERIT WEALTH PTY LTD
Authorised Representative identifying number: 409361
Authorised Representative’s ABN: 89125557002

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:

• Certified Financial Planner – Financial Planning Association Australia
• Diploma in Financial Planning – Deakin University
• Margin Lending & Geared Investments – Kaplan
• SMSF Specialist Adviser – SMSF Association

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• Financial Services Institute of Australasia
• SMSF Association

Garth Alexander Mcnally 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