Michael Rees-evans – Financial Adviser

Adviser identifying number: 247793
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002

Name of the licence holder: LIBERTAS WEALTH CONSULTING PTY LTD
Licence number: 422763
Licensee’s ABN: 95158537949
Licence controlled by: CMRE PTY LTD ~ Michael Rees-Evans

The date the Financial Adviser commenced the appointment: 24/07/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LIBERTAS WEALTH CONSULTING PTY LTD
Authorised Representative identifying number: 000422763
Authorised Representative’s ABN: 95158537949

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:

• ASX Listed Product Accreditation Course – ASX and Savings Factory
• Advanced Tax CTA2 – The Tax Institute
• CFP Education Programme – Financial Planning Association
• Margin Lending and Geared Investments – Kaplan Professional
• Self Managed Super Funds – Tribeca (now Kaplan)

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• Independent Financial Advisers Association of Australia (IFAAA)
• SMSF Association
• The Tax Institute

Michael Rees-evans 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
• Managed Investment Schemes / MDA Services
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility