Malcolm Garth Lake – Financial Adviser

Adviser identifying number: 1241797
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1992

Name of the licence holder: KILARA FINANCIAL SOLUTIONS PTY LTD
Licence number: 244530
Licensee’s ABN: 41003636897
Licence controlled by:

The date the Financial Adviser commenced the appointment: 11/05/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: KILARA FINANCIAL SOLUTIONS PTY LTD
Authorised Representative identifying number: 244530
Authorised Representative’s ABN: 41003636897

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 – Charles Sturt University
• Competency Requirements Under ASIC Policy Statement 146 (Tier 1) – RMIT University
• Diploma of Financial Planning 1-3 – Financial Planning Association of Australia
• Financial Planning Course – CPA
• Financial Planning Proper Authority Couse – Securities Institute

Relevant memberships of professional bodies or industry associations:

Malcolm Garth Lake 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
• Old Law Securities Options Contracts and Warrants Securities