Merilyn Ide – Financial Adviser
Adviser identifying number: 232088
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003
Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD
The date the Financial Adviser commenced the appointment: 11/04/2006
The date the Financial Adviser ceased the appointment: 03/02/2014
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Disciplinary actions start date against the Financial Adviser:
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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: