Sally Lea Portley – Financial Adviser
Adviser identifying number: 245147
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000
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: 25/04/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PEAK PARTNERSHIP WEALTH DESIGN SOLUTIONS PTY LTD
Authorised Representative identifying number: 000415154
Authorised Representative’s ABN: 84010159556
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 Business (Accounting) – Queensland Institute of Technology
- Certified Financial Planner – FPA
- Chartered Accountant – Financial Planning Specialist – The Institute of Chartered Accountants
- Diploma of Financial Planning – FPA
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Sally Lea Portley 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