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:

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