Glen A’lan Palmer – Financial Adviser

Adviser identifying number: 1252801
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: THE SMSF EXPERT PTY LTD
Licence number: 445113
Licensee’s ABN: 17155686356
Licence controlled by:

The date the Financial Adviser commenced the appointment: 14/03/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CORE ADVICE PTY LTD
Authorised Representative identifying number: 1252800
Authorised Representative’s ABN: 15130189070

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 Business – UTS
• RG146 – Pinnacle Financial Services Academy

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• SMSF Association

Glen A’lan Palmer is authorised to provide advices on following products:

• Superannuation / Self-Managed Superannuation Fund
• Superannuation / A person’s existing holding in a superannuation product
• Class of Product Advice – Superannuation