Merrie Marion Bott – Financial Adviser

Adviser identifying number: 260346
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1991

Name of the licence holder: INTERPRAC FINANCIAL PLANNING PTY LTD
Licence number: 246638
Licensee’s ABN: 14076093680
Licence controlled by: INTERPRAC LTD.

The date the Financial Adviser commenced the appointment: 15/03/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ACCUSERVE TRUST
Authorised Representative identifying number: 1252936
Authorised Representative’s ABN: 96703876600

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:

• Bachelor Of Law – University of NSW
• Bachelor of Commerce – University of NSW
• Certified Financial Planner – FPA
• Diploma of Financial Planning – Deakin University

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• Law Society of NSW
• Tax Practioners Board

Merrie Marion Bott 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