Lynette Callanan-thiel – Financial Adviser
Adviser identifying number: 1240841
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
Name of the licence holder: HNW PLANNING PTY LTD
Licence number: 225216
Licensee’s ABN: 42083745055
Licence controlled by: HNW GROUP HOLDINGS PTY LIMITED
The date the Financial Adviser commenced the appointment: 07/04/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HNW PLANNING PTY LTD
Authorised Representative identifying number: 225216
Authorised Representative’s ABN: 42083745055
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 – Mentor Education
- Master of Commerce – University of New England
Relevant memberships of professional bodies or industry associations:
- Association of Financial Advisers (AFA)
- Institute of Public Accountants (IPA)
- SMSF Association
Lynette Callanan-thiel 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