George Pallikaris – Financial Adviser
Adviser identifying number: 1251696
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017
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: 06/02/2017
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:
- ASIC RG146 Margin Lending, Managed Investments, Superannuation, Securities and Financial Risk – Integrity Education Group
- Bachelor of Economics – Monash University
- Bachelor of Laws – The University of Adelaide
- Diploma of Financial Planning – Integrity Education Group
- SMSF Specialist Advisor – Self Managed Super Fund Association
Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)
George Pallikaris is authorised to provide advices on following products:
- Superannuation