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