Penelope Elizabeth Easter – Financial Adviser
Adviser identifying number: 298255
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1996
Name of the licence holder: LONSDALE FINANCIAL GROUP LIMITED
Licence number: 246934
Licensee’s ABN: 76006637225
Licence controlled by: IOOF HOLDINGS LTD
The date the Financial Adviser commenced the appointment: 03/05/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MEREWETHER FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 438384
Authorised Representative’s ABN: 23162171146
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 Accredited Listed Products Adviser (ALPA) Program – Kaplan Professional Education
- Diploma In Financial Planning – Deakin University/ Financial Planning Association
- Diploma in Financial Markets – Securities Institute of Australia
- Specialist SMSF Accreditation Course – Cavendish & The University of Adelaide
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Penelope Elizabeth Easter 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 / Own Managed Investment Scheme Only
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility