Morne De Villiers – Financial Adviser

Adviser identifying number: 440851
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005

Name of the licence holder: WESTPAC BANKING CORPORATION
Licence number: 233714
Licensee’s ABN: 33007457141
Licence controlled by: WESTPAC BANKING CORPORATION

The date the Financial Adviser commenced the appointment: 02/09/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WESTPAC BANKING CORPORATION
Authorised Representative identifying number: 233714
Authorised Representative’s ABN: 33007457141

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:

• Advanced Diploma of Financial Services (Financial Planning) – ThreeSixty
• Bachelor of Commerce – University of Stellenbosch (South Africa)
• Certified Financial Planner – Financial Planning Association of Australia
• Graduate Diploma of Financial Planning – Securities Institute

Relevant memberships of professional bodies or industry associations:

• Association of Superannuation Funds Australia (ASFA)
• Australian Institute of Superannuation Trustees (AIST)
• Financial Planning Association of Australia (FPA)

Morne De Villiers 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
• Margin Lending Facility / Standard Margin Lending Facility