Rachel Anne Clegg – Financial Adviser

Adviser identifying number: 404866
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010

Name of the licence holder: STATE SUPER FINANCIAL SERVICES AUSTRALIA LIMITED
Licence number: 238430
Licensee’s ABN: 86003742756
Licence controlled by: FSSSP FINANCIAL SERVICES PTY LIMITED ~ SAS TRUSTEE CORPORATION [Date Ceased: 21/10/2016]

The date the Financial Adviser commenced the appointment: 03/09/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: STATE SUPER FINANCIAL SERVICES AUSTRALIA LIMITED
Authorised Representative identifying number: 238430
Authorised Representative’s ABN: 86003742756

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) – Kaplan Professional
• Bachelor of Applied Finance / Bachelor of Commerce – Accounting – Macquarie University

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Financial Planning Association of Australia (FPA)

Rachel Anne Clegg is authorised to provide advices on following products:

• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, excluding IDPS
• Securities
• Superannuation