John Michael Carter – Financial Adviser

Adviser identifying number: 1005962
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: ORD MINNETT FINANCIAL PLANNING PTY LIMITED
Licence number: 237122
Licensee’s ABN: 31066414613
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 20/01/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ORD MINNETT FINANCIAL PLANNING PTY LIMITED
Authorised Representative identifying number: 237122
Authorised Representative’s ABN: 31066414613

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:

• Accredited Derivatives Adviser Level 2 Exam – Kaplan Professional Education
• Accredited Derivatives Adviser Level 2 Exam – Kaplan Professional Education
• Advanced Diploma of Financial Services (Financial Planning) (FNS60410) – Kaplan Professional Education
• Advanced Diploma of Financial Services (Financial Planning) (FNS60410) – Kaplan Professional Education
• Bachelor of International Business – Griffith University
• Bachelor of International Business – Griffith University
• Diploma of Financial Services (Financial Planning) (FNS50804) – Kaplan Professional Education
• Diploma of Financial Services (Financial Planning) (FNS50804) – Kaplan Professional Education
• Self Managed Superannuation Funds – Kaplan Professional Education
• Self Managed Superannuation Funds – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• Financial Planning Association of Australia (FPA)

John Michael Carter 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