Mary Lynette Eddy – Financial Adviser

Adviser identifying number: 238014
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: AIW DEALER SERVICES PTY LTD
Licence number: 414256
Licensee’s ABN: 59153322420
Licence controlled by: ASTUTE HOLDINGS GROUP PTY LTD

The date the Financial Adviser commenced the appointment: 24/06/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AIW DEALER SERVICES PTY LTD
Authorised Representative identifying number: 414256
Authorised Representative’s ABN: 59153322420

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Contact phone number:
Working hours:

Relevant qualifications and training:

  • Advanced Diploma of Financial Planning – Monarch Institute
  • Company Directors Course – Australian Institute of Company Directors
  • DPML Margin Lending – Pinnacle Financial Services Academy
  • Diploma of Financial Planning – Deakin University VIC
  • Financial Essentials SMSF Adviser Education Program – Financial Essentials Pty Ltd

Relevant memberships of professional bodies or industry associations:

  • Association of Financial Advisers (AFA)
  • Financial Planning Association of Australia (FPA)

Mary Lynette Eddy is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit 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
  • Margin Lending Facility / Standard Margin Lending Facility