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:

Address:
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