Sara Ann Millard – Financial Adviser

Adviser identifying number: 242535
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1993

Name of the licence holder: AON HEWITT FINANCIAL ADVICE LIMITED
Licence number: 239183
Licensee’s ABN: 13091225642
Licence controlled by:

The date the Financial Adviser commenced the appointment: 17/10/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AON HEWITT FINANCIAL ADVICE LIMITED
Authorised Representative identifying number: 239183
Authorised Representative’s ABN: 13091225642

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 Services (Financial Planning) FNB60402 – Tribeca
• Certificate IV in Finance and Mortgage Broking FNS40811 – Kaplan Professional
• Diploma of Financial Services (Financial Planning) (FNB50802) – Tribeca
• Margin Lending and Geared Investments – Kaplan Professional
• Specialist SMSF Course – Cavendish

Relevant memberships of professional bodies or industry associations:

• Association of Financial Advisers (AFA)
• Financial Ombudsmen Service
• Financial Planning Association of Australia (FPA)

Sara Ann Millard 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
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility