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