Leigh-anne Meyerowitz – Financial Adviser
Adviser identifying number: 232090
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003
Name of the licence holder: SFS LICENCE PTY LTD
Licence number: 489820
Licensee’s ABN:
Licence controlled by: JENERRA NOMINEES PTY LTD ~ SMAC Nominees Pty Ltd ~ WINDELL HOLDINGS PTY LTD
The date the Financial Adviser commenced the appointment: 07/11/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SHAKESPEARE FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 274011
Authorised Representative’s ABN: 95009351615
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 Accounting – University of the Witwatersrand
- Bachelor of Commerce – University of the Witwatersrand
- Company and Taxation Law – Charles Stuart University
- Diploma of Financial Services (Financial Planning) – FINSIA
- Margin Lending and Geared Investments – Kaplan
Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)
Leigh-anne Meyerowitz 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