Greg Liddy – Financial Adviser

Adviser identifying number: 1004833
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012

Name of the licence holder: KELVIN ANDERSON FINANCIAL SERVICES PTY. LTD.
Licence number: 247014
Licensee’s ABN: 85086456377
Licence controlled by:

The date the Financial Adviser commenced the appointment: 16/05/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: KELVIN ANDERSON FINANCIAL SERVICES PTY. LTD.
Authorised Representative identifying number: 000247014
Authorised Representative’s ABN: 85086456377

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 Commerce – Monash University (Clayton)

Relevant memberships of professional bodies or industry associations:

Greg Liddy is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • 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