Margaret Anne White – Financial Adviser

Adviser identifying number: 227591
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: INSIGHT INVESTMENT SERVICES PTY LTD
Licence number: 309996
Licensee’s ABN: 22122230835
Licence controlled by: HIGHFIELD GROUP PTY LTD

The date the Financial Adviser commenced the appointment: 09/03/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INSIGHT INVESTMENT SERVICES PTY LTD
Authorised Representative identifying number: 309996
Authorised Representative’s ABN: 22122230835

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:

• ASX Accredited Listed Products Adviser – Kaplan Professional
• Certified Financial Planner – Financial Planning Association of Australia Limted
• Diploma of Accounting – Coffs Harbour TAFE
• Diploma of Financial Planning – Deakin University
• Margin Lending and Geard Investments – Kaplan Professional

Relevant memberships of professional bodies or industry associations: Institute of Public Accountants (IPA)

Margaret Anne White 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