Marc Lerner – Financial Adviser
Adviser identifying number: 452265
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2014
Name of the licence holder: VALOR FINANCIAL GROUP PTY LTD
Licence number: 405452
Licensee’s ABN: 81150590453
Licence controlled by:
The date the Financial Adviser commenced the appointment: 24/01/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: VALOR PRIVATE WEALTH PTY LIMITED
Authorised Representative identifying number: 409498
Authorised Representative’s ABN: 17120210219
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 Commerce majoring in Finance and Philosophy – University of Sydney
- Diploma of Financial Planning – Kaplan Professional
Relevant memberships of professional bodies or industry associations:
Marc Lerner is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Foreign Exchange Contracts
- 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