Graham Ronald Flegg – Financial Adviser

Adviser identifying number: 1251191
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017

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: 16/01/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: THE SMSF EXPERT PTY LTD
Authorised Representative identifying number: 445113
Authorised Representative’s ABN: 17155686356

Disciplinary actions start date against the Financial Adviser: 30/06/2006
Disciplinary actions end date against the Financial Adviser: 30/06/2009
Disciplinary action type: AFS disqualification

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Bachelor Economics – Sydney University
• Foundation Diploma Financial Planning – Deakin University
• ICFS Specialist SMSF Course – Cavendish

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

Graham Ronald Flegg 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