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