Janet Louise Mcleod – Financial Adviser
Adviser identifying number: 1245468
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD
The date the Financial Adviser commenced the appointment: 21/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Authorised Representative identifying number: 234951
Authorised Representative’s ABN: 11074608558
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:
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Relevant qualifications and training:
- CA SMSF Specialist – Chartered Accountants
- Diploma of Financial Planning – Kaplan Professional
- Master of Applied Taxation – The University of New South Wales
- Master of Business Administration – University of New England
Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)
Janet Louise Mcleod is authorised to provide advices on following products:
- Superannuation