Melinda Planken – Financial Adviser

Adviser identifying number: 1001074
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008

Name of the licence holder: MUIRFIELD FINANCIAL SERVICES PTY LTD
Licence number: 243287
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/03/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MUIRFIELD FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 243287
Authorised Representative’s ABN:

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:

• Accredited Aged Care Specialist – Aged Care Steps
• Bachelor of Commerce – Deakin University
• Certified Financial Planner – Financial Planning Association

Relevant memberships of professional bodies or industry associations:

Melinda Planken 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
• Margin Lending Facility / Standard Margin Lending Facility