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