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