Michael Lavery – Financial Adviser

Adviser identifying number: 1001072
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: MCLEAN DELMO BENTLEYS FINANCIAL SERVICES PTY LTD
Licence number: 245558
Licensee’s ABN: 39073019815
Licence controlled by:

The date the Financial Adviser commenced the appointment: 02/11/2006
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MCLEAN DELMO BENTLEYS FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 245558
Authorised Representative’s ABN: 39073019815

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 Humanities – Latrobe University
• Certified Financial Planner – FPA (Financial Planning Association)
• Diploma of Financial Planning – Deakin University
• Graduate Diploma of Applied Finance & Investment – Securities Institute

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Michael Lavery is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Government Debentures, Stocks or Bonds
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation