Laura Rita Menschik – Financial Adviser

Adviser identifying number: 473210
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1987

Name of the licence holder: WLM FINANCIAL SERVICES PTY LIMITED
Licence number: 232512
Licensee’s ABN: 82079145298
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/05/2005
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WLM FINANCIAL SERVICES PTY LIMITED
Authorised Representative identifying number: 232512
Authorised Representative’s ABN: 82079145298

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:

• Associate of Applied Science – University of New York
• Certified Financial Planner – Financial Planning Association
• Certified Investment and Financial Adviser (CIFA) – Australian Society of Investment & Advisers Ltd
• Registered Tax Agent – Tax Practitioners Board
• SMSF Specialist Advisor – SMSF Association

Relevant memberships of professional bodies or industry associations:

• Association of Real Return Investment Advisers
• Financial Planning Association of Australia (FPA)
• SMSF Association

Laura Rita Menschik is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products