Margaret Jane Glenn – Financial Adviser
Adviser identifying number: 1005754
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1995
Name of the licence holder: PRITCHARD & PARTNERS PTY LIMITED
Licence number: 246712
Licensee’s ABN: 84073393049
Licence controlled by: STEVEN PRITCHARD INVESTMENTS PTY. LIMITED
The date the Financial Adviser commenced the appointment: 10/03/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PRITCHARD & PARTNERS PTY LIMITED
Authorised Representative identifying number: 246712
Authorised Representative’s ABN: 84073393049
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 Financial Administration – University of New England
- Certificate IV in Finance & Mortgage Broking – Kaplan Education
- Certificate of Public Practice – Institute of Chartered Accountants of Australia
- Registered Tax Agent – Tax Practioners Board
- SMSF Auditor – ASIC
Relevant memberships of professional bodies or industry associations:
- CPA Australia (CPA)
- Chartered Accountants Australia and New Zealand (CA)
- FINSIA (FFIN)
- SMSF Association
- Taxation Institute of Australia
Margaret Jane Glenn is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- 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
- Miscellaneous Financial Facility / Miscellaneous Financial Investment Products