Rebecca Jane Winnell – Financial Adviser

Adviser identifying number: 300780
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: MERITUM FINANCIAL GROUP PTY LTD
Licence number: 245569
Licensee’s ABN: 93106888215
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED

The date the Financial Adviser commenced the appointment: 09/10/2006
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HUDSON FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 306394
Authorised Representative’s ABN: 27120970514

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 Degree – Accountancy – University of South Australia
• Diploma – Financial Planning – Response
• Post Graduate – Certified Practicing Accountant (CPA) – Australian Society of CPAs
• Post Graduate – SMSF Advisor (Specialist) – SPAA

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• SMSF Association
• Taxation Institute of Australia

Rebecca Jane Winnell 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
• Margin Lending Facility / Non-Standard Margin Lending Facility