Louis James Parkinson – Financial Adviser

Adviser identifying number: 1240507
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: PATERSONS SECURITIES LIMITED
Licence number: 239052
Licensee’s ABN: 69008896311
Licence controlled by: PATERSONS SECURITIES LIMITED

The date the Financial Adviser commenced the appointment: 29/03/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PATERSONS SECURITIES LIMITED
Authorised Representative identifying number: 239052
Authorised Representative’s ABN: 69008896311

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:

  • Diploma of Financial Services (Financial Planning) – Pinnacle
  • Graduate Certificate in Finance – Curtin University of Technology
  • Margin Lending Accreditation Program – Stockbrokers Association of Australia
  • Self-Managed Superannuation Funds – Pinnacle

Relevant memberships of professional bodies or industry associations:

Louis James Parkinson 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