Max Newnham – Financial Adviser
Adviser identifying number: 234890
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003
Name of the licence holder: SIRA GROUP PTY LTD
Licence number: 278423
Licensee’s ABN: 15106922641
Licence controlled by: BANNISTER CONSULTING PTY LTD ~ David John Bannister ~ Melanie Kate Bannister
The date the Financial Adviser commenced the appointment: 15/06/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SMSF SURVIVAL CENTRE PTY LTD
Authorised Representative identifying number: 1243014
Authorised Representative’s ABN: 75141145879
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:
- Chartered Accountant Financial Planning Specialist – The Institute of Chartered Accountants in Australia
- SMSF Association Specialist Accreditation Program – Self Managed Super Fund Association
Relevant memberships of professional bodies or industry associations:
Max Newnham 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