Richard Edward Callf – Financial Adviser
Adviser identifying number: 449549
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013
Name of the licence holder: IGM FINANCIAL PLANNING PTY. LTD.
Licence number: 239651
Licensee’s ABN: 32089792567
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/11/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: IGM FINANCIAL PLANNING PTY. LTD.
Authorised Representative identifying number: 239651
Authorised Representative’s ABN: 32089792567
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 Planning – Kaplan Professional
- Diploma of Financial Planning – Kaplan Professional
Relevant memberships of professional bodies or industry associations:
Richard Edward Callf 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
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility