John Baggott – Financial Adviser

Adviser identifying number: 236535
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1993

Name of the licence holder: MERITUM FINANCIAL GROUP PTY LTD
Licence number: 245569
Licensee’s ABN: 93106888215

The date the Financial Adviser commenced the appointment: 30/05/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: JOHN BAGGOTT AND ASSOCIATES PTY LTD
Authorised Representative identifying number: 235536
Authorised Representative’s ABN: 32001883585

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Contact phone number:
Working hours:

Relevant qualifications and training:

  • Certificate – Approved Gearing Status Accreditaition – Financial Planning Association of Australia
  • Certificate – Policy Statement Knowledge Assessment – IntegraTec Training Pty Limited
  • Certificate – Scottish Certificate of Business Studies – Edinburgh College of Commerce
  • Certificate – Superannuation and retirement Planning – Integratec

Relevant memberships of professional bodies or industry associations: FINSIA

John Baggott 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
  • Margin Lending Facility / Standard Margin Lending Facility
  • Margin Lending Facility / Non-Standard Margin Lending Facility