Sloan Michael Wilkins – Financial Adviser
Adviser identifying number: 334959
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999
Name of the licence holder: ACTUATE ALLIANCE SERVICES PTY LTD
Licence number: 240959
Licensee’s ABN: 40083233925
Licence controlled by: IOOF HOLDINGS LTD
The date the Financial Adviser commenced the appointment: 01/03/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ACTUATE ALLIANCE SERVICES PTY LTD
Authorised Representative identifying number: 240959
Authorised Representative’s ABN: 40083233925
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) – Kaplan Professional
- Diploma of Financial Services (Financial Planning) – Kaplan Professional
- Margin Lending and Geared Investments – Kaplan Professional
- Master of Business Administration (Executive) – University of NSW and University of Sydney
Relevant memberships of professional bodies or industry associations:
- Australian Institute of Company Directors
- FINSIA
- Financial Planning Association of Australia (FPA)
Sloan Michael Wilkins 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
- Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services