Lana Vivienne Brown – Financial Adviser

Adviser identifying number: 1004253
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998

Name of the licence holder: ESI FINANCIAL SERVICES PTY LTD
Licence number: 224952
Licensee’s ABN: 93101428782
Licence controlled by: ELECTRICITY SUPPLY INDUSTRY SUPERANNUATION (QLD) LTD.

The date the Financial Adviser commenced the appointment: 04/06/2007
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ESI FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 000224952
Authorised Representative’s ABN: 93101428782

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:

• Bachelor of Business (Accounting) – QUT
• CFP? Certification Program – FPA
• Certified Practicing Accountant – CPA program – CPA Australia/Deakin University
• Margin lending and geared investment – Kaplan Professional
• Master of Financial Planning – University of the Sunshine Coast

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Financial Planning Association of Australia (FPA)
• GRC Institute

Lana Vivienne Brown 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
• FHSA Issued non ADI