Merilyn Ide – Financial Adviser

Adviser identifying number: 232088
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Licence number: 244252
Licensee’s ABN: 61094529987
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

The date the Financial Adviser commenced the appointment: 03/02/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 244252
Authorised Representative’s ABN: 61094529987

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:

  • ASX Accredited Listed Product Adviser – Securities Institute of Australia
  • Diploma Financial Advising 507 – The management Fund Industry – Securities Institute
  • Entry Level Competencies – Integratec
  • Margin Lending and Geared Investments – Kaplan Professional
  • Self Managed Super Funds – Kaplan Professional

Relevant memberships of professional bodies or industry associations:

  • Association of Financial Advisers (AFA)
  • Financial Planning Association of Australia (FPA)
  • Financial Services Institute of Australasia (Finsia)

Merilyn Ide 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
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility
  • All Securities