Margot Bull – Financial Adviser
Adviser identifying number: 341158
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010
Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD
The date the Financial Adviser commenced the appointment: 21/09/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GSB FINANCIAL ADVICE PTY LTD
Authorised Representative identifying number: 341007
Authorised Representative’s ABN: 18138901023
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 Economics – Macquarie University
- Certificate in Financial Markets – Securities Institute
- Diploma of Financial Planning – FPA
- Qualified Chartered Accountant – The Institute of Chartered Accountants
Relevant memberships of professional bodies or industry associations:
- Chartered Accountants Australia and New Zealand (CA)
- Financial Planning Association of Australia (FPA)
- Financial Services Institute of Australasia (FINSIA)
- Tax Institute of Australia (TIA)
Margot Bull is authorised to provide advices on following 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
- Superannuation