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