Russell Pratt – Financial Adviser
Adviser identifying number: 239474
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1997
Name of the licence holder: SECURITOR FINANCIAL GROUP LTD
Licence number: 240687
Licensee’s ABN: 48009189495
Licence controlled by: WESTPAC BANKING CORPORATION
The date the Financial Adviser commenced the appointment: 30/06/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PLAN FOR WEALTH PTY LTD
Authorised Representative identifying number: 441604
Authorised Representative’s ABN: 87163252837
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:
- Diploma of Financial Planning – Deakin University
- Self Managed Superannuation Funds – Kaplan Professional Education
Relevant memberships of professional bodies or industry associations:
- Association of Financial Advisers (AFA)
- Mortgage and Finance Association of Australia
Russell Pratt 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
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility