Richard Andrew Westcott – Financial Adviser

Adviser identifying number: 356028
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010

Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD

The date the Financial Adviser commenced the appointment: 19/08/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: JAYVEE MANAGEMENT PTY LTD
Authorised Representative identifying number: 378663
Authorised Representative’s ABN: 15125543795

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 – JAMES COOK UNIVERSITY OF NORTH QUEENSLAND
• Diploma of Financial Services (Financial Planning) – Kaplan
• Margin Lending – kaplan
• Self Managed Super Fund Course – Terra Cordis

Relevant memberships of professional bodies or industry associations:

Richard Andrew Westcott is authorised to provide advices on following 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
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility