Joshua Lenz – Financial Adviser

Adviser identifying number: 1002583
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: SUPER ADVICE SERVICES PTY LTD
Licence number: 283049
Licensee’s ABN: 99111384519
Licence controlled by: SUPER ADVICE CORPORATE SERVICES PTY LTD

The date the Financial Adviser commenced the appointment: 14/07/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PERSONAL ADVICE SERVICES PTY LTD
Authorised Representative identifying number: 469508
Authorised Representative’s ABN: 34602762612

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:

• CFP – Certified Financial Planner – Financial Planning Association of Australia
• Margin Lending Facilities – GWM Adviser Services Ltd T/A Advice Education
• Masters Degree – Financial Planning – Deakin University

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Joshua Lenz is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• 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