Michelle Marie Case – Financial Adviser

Adviser identifying number: 239727
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1996

Name of the licence holder: MONEYWISE PERSONAL FINANCIAL MANAGEMENT PTY LTD
Licence number: 287804
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 04/06/2005
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MONEYWISE PERSONAL FINANCIAL MANAGEMENT PTY LTD
Authorised Representative identifying number: 287804
Authorised Representative’s ABN:

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 Science – Monash University
• Certified Financial Planner – Financial Planning Association
• Diploma of Financial Planning – Deakin University
• Securities Institute Diploma – Securities Institute of Australia
• Self Managed Super Fund Specialist – Tribeca

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

Michelle Marie Case is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• 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
• Margin Lending Facility / Standard Margin Lending Facility