Garth Horace Anthony Lovelace – Financial Adviser

Adviser identifying number: 230508
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1987

Name of the licence holder: SELF FUNDED RETIREMENT PLANNERS PTY LTD
Licence number: 229456
Licensee’s ABN: 69093267531
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/07/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SELF FUNDED RETIREMENT PLANNERS PTY LTD
Authorised Representative identifying number: 229456
Authorised Representative’s ABN: 69093267531

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 – FPA
• Certified Financial Planner – FPA
• Licenced Real Estate Agent – REBA
• Licensed Real Estate Agent – REBA
• SMSF Specialist – SMSF Association
• SMSF Specialist Advisor – SMSF Association
• Tax Agent – Tax Practitioners Board
• Tax Agent – Tax Practitioners Board

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• Financial Planning Association of Australia (FPA)
• SMSF Association
• SMSF Association

Garth Horace Anthony Lovelace 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
• Old Law Securities Options Contracts and Warrants Securities