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
Name of the Authorised Representative:
Authorised Representative identifying number:
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:

  • 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: