Melissa Uren – Financial Adviser
Adviser identifying number: 1255878
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017
Name of the licence holder: POWER 2 FINANCIAL PLANNING PTY LTD
Licence number: 307169
Licensee’s ABN: 67122107528
Licence controlled by:
The date the Financial Adviser commenced the appointment: 29/06/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: POWER 2 FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 000307169
Authorised Representative’s ABN: 67122107528
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: Diploma of Financial Planning – Kaplan Professional
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Melissa Uren is authorised to provide advices on following 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
- Managed Investment Schemes / MDA Services
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility