Michael Dale Lorimer – Financial Adviser
Adviser identifying number: 224595
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002
Name of the licence holder: MGD WEALTH LTD
Licence number: 222600
Licensee’s ABN: 53009079725
Licence controlled by: 3 TIMES 8 PTY LTD
The date the Financial Adviser commenced the appointment: 01/11/2002
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MGD WEALTH LTD
Authorised Representative identifying number: 222600
Authorised Representative’s ABN: 53009079725
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 Business (Professional Accountancy) – University of Southern Queensland
- Diploma of Financial Planning – Deakin University (Financial Planning Association of Australia)
Relevant memberships of professional bodies or industry associations:
- Australian and New Zealand Institute of Insurance and Finance (ANZIIF)
- Financial Planning Association of Australia (FPA)
- Institute of Public Accountants (IPA)
- Tax Institute
Michael Dale Lorimer 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