Heath David Whyte – Financial Adviser

Adviser identifying number: 246207
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1996

Name of the licence holder: PWW LICENSEE PTY LTD
Licence number: 407075
Licensee’s ABN: 18151119041
Licence controlled by:

The date the Financial Adviser commenced the appointment: 05/09/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PWW LICENSEE PTY LTD
Authorised Representative identifying number: 000407075
Authorised Representative’s ABN: 18151119041

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:

• Advanced Diploma of financial Services (Financial Planning) – Kaplan
• Margin Lending & Geared Investments – Kaplan
• SDIA Accreditation Program Tier 1 Level – Securities & Derivatives Industry Association – Deakin Uni

Relevant memberships of professional bodies or industry associations:

Heath David Whyte 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