Max Francis – Financial Adviser

Adviser identifying number: 1243172
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: SPRING FG WEALTH PTY LTD
Licence number: 391655
Licensee’s ABN: 23146936763
Licence controlled by: SPRING FG LIMITED

The date the Financial Adviser commenced the appointment: 16/06/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SPRING FG WEALTH PTY LTD
Authorised Representative identifying number: 391655
Authorised Representative’s ABN: 23146936763

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 Commerce – Deakin University
  • Diploma of Financial Planning – Pinnacle

Relevant memberships of professional bodies or industry associations:

Max Francis 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
  • Securities
  • Superannuation