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