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