Penelope Jane Tilley – Financial Adviser

Adviser identifying number: 248819
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002

Name of the licence holder: VWM FINANCIAL SERVICES PTY LTD
Licence number: 345744
Licensee’s ABN: 28142107015
Licence controlled by: FRANK SCIARRONE ~ MATTHEW MCCARNEY ~ TIMOTHY FLAVELL

The date the Financial Adviser commenced the appointment: 05/09/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: THE TRUSTEE FOR VANTAGE WEALTH MANAGEMENT UNIT TRUST
Authorised Representative identifying number: 337994
Authorised Representative’s ABN: 80325416917

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 Commerce (Economics and Finance) – Curtin University
• Certified Financial Planner – Financial Planning Association

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

Penelope Jane Tilley 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