Ralph Lester Louise – Financial Adviser
Adviser identifying number: 1254407
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017
Name of the licence holder: 3P WEALTH PTY. LTD.
Licence number: 487318
Licensee’s ABN:
Licence controlled by: Borg Enterprise Group Pty Ltd ATF Borg Investment Family Trust ~ Tsiglopoulos Family Pty Ltd ATF The Tsiglopoulos Family Trust
The date the Financial Adviser commenced the appointment: 08/05/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: 3P WEALTH PTY. LTD.
Authorised Representative identifying number: 487318
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:
- Advanced Diploma Financial Planning – Monarsh Institute
- Aged Care – Steps – Aged Care
- Business Management – Charles Sturt University
- Diploma Financial Planning (RG146) – Monarsh Institute
Relevant memberships of professional bodies or industry associations:
Ralph Lester Louise 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