Lyndsay Craig Wortlehock – Financial Adviser

Adviser identifying number: 247542
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1987

Name of the licence holder: HILLROSS FINANCIAL SERVICES LIMITED
Licence number: 232705
Licensee’s ABN: 77003323055
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]

The date the Financial Adviser commenced the appointment: 01/01/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HILLROSS FINANCIAL SERVICES LIMITED
Authorised Representative identifying number: 000232705
Authorised Representative’s ABN: 77003323055

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 Planning – Financial Planning Association (FPA)

Relevant memberships of professional bodies or industry associations:

  • CFP – Certified Financial Planner (FPA)
  • Financial Planning Association of Australia (FPA)

Lyndsay Craig Wortlehock is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Derivatives
  • 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
  • Managed Investment Schemes / MDA Services
  • Retirement Savings Account Products
  • Superannuation