Michelle Joy Cross – Financial Adviser
Adviser identifying number: 254619
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004
Name of the licence holder: ELDERS FINANCIAL PLANNING PTY LTD
Licence number: 224645
Licensee’s ABN: 48007997186
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED ~ ELDERS RURAL SERVICES AUSTRALIA LIMITED
The date the Financial Adviser commenced the appointment: 05/10/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ELDERS FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 224645
Authorised Representative’s ABN: 48007997186
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:
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Relevant qualifications and training:
- Entry Level Compentencies – Kaplan
- Investment Planning 1 – IntegraTec
- Professional Practice as a Broker representative ASIC Product – Elders
- Risk Management DFP2 – IntegraTec
- Superannuation & Retirement Planning – IntegraTec
Relevant memberships of professional bodies or industry associations: Australian and New Zealand Institute of Insurance and Finance (ANZIIF)
Michelle Joy Cross 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