Maguy Bernadette Nakhl – Financial Adviser

Adviser identifying number: 1237603
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015

Name of the licence holder: POLITIS INVESTMENT STRATEGIES PTY LTD
Licence number: 253125
Licensee’s ABN: 71106823241
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/12/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: COALHAVEN PTY LTD
Authorised Representative identifying number: 1237602
Authorised Representative’s ABN: 69600341268

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 Business (Accounting) – UTS
  • Diploma in Financial Planning – Mentor Education
  • Self Managed Superannuation Fund Adviser (Personal Advice) – Mentor Education

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

Maguy Bernadette Nakhl is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / MDA Services
  • Superannuation
  • All Securities