Glenn Allen Doherty – Financial Adviser

Adviser identifying number: 310599
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: EXELSUPER ADVICE PTY LTD
Licence number: 428272
Licensee’s ABN: 72080419745
Licence controlled by:

The date the Financial Adviser commenced the appointment: 02/03/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: EXELSUPER ADVICE PTY LTD
Authorised Representative identifying number: 428272
Authorised Representative’s ABN: 72080419745

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:

• ASX Accreditation – Kaplan
• Bachelor of Commerce – FPA / CPA Programme
• Diploma in FInancial Planning – FPA
• Margin Lending & Geared Investments – Kaplan
• SMSF – Tribeca

Relevant memberships of professional bodies or industry associations:

• CFP
• Financial Planning Association of Australia (FPA)

Glenn Allen Doherty 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
• Miscellaneous Financial Facility / Miscellaneous Financial Risk Products