Helen Kaye Christensen – Financial Adviser

Adviser identifying number: 412292
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: LONSDALE FINANCIAL GROUP LIMITED
Licence number: 246934
Licensee’s ABN: 76006637225
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 01/12/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: The trustee for H CHRISTENSEN FAMILY TRUST & The trustee for Keshmont Family Trust & The Trustee for MFC TRUST & The trustee for Redroar Family Trust & The Trustee for THE PLATINUM RED TRUST
Authorised Representative identifying number: 414812
Authorised Representative’s ABN: 65445313072

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: Diploma in Financial Services (Financial Planning) – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

Helen Kaye Christensen 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
  • Managed Investment Schemes / Own Managed Investment Scheme Only
  • Retirement Savings Account Products
  • Securities
  • Superannuation / A person’s existing holding in a superannuation product