Marlene Zwarts – Financial Adviser
Adviser identifying number: 336272
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009
Name of the licence holder: LONSDALE FINANCIAL GROUP LIMITED
Licence number: 246934
Licensee’s ABN: 76006637225
Licence controlled by: IOOF HOLDINGS LTD
The date the Financial Adviser commenced the appointment: 07/10/2016
The date the Financial Adviser ceased the appointment: 02/06/2017
Name of the Authorised Representative: LONSDALE FINANCIAL GROUP LIMITED
Authorised Representative identifying number: 000246934
Authorised Representative’s ABN: 76006637225
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:
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Relevant qualifications and training:
- Advanced Diploma of Business (Accounting) – Melbourne Polytechnic
- Advanced Diploma of Financial Planning – Kaplan
- Diploma of Finance and Mortgage Broking Management – Kaplan Professional
- Diploma of Financial Services (Financial Planning) – Kaplan Professional
- Margin Lending and Geared Investments – Kaplan
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Marlene Zwarts is authorised to provide advices on following products: