Sonya Munro – Financial Adviser

Adviser identifying number: 263987
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1992

Name of the licence holder: BRIDGES FINANCIAL SERVICES PTY LIMITED
Licence number: 240837
Licensee’s ABN: 60003474977
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 10/03/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BRIDGES FINANCIAL SERVICES PTY LIMITED
Authorised Representative identifying number: 240837
Authorised Representative’s ABN: 60003474977

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:

  • Compliance in Diploma Skills – Kaplan Professional Education
  • Compliance in Financial Planning – Integratec
  • Compliance in Life Insurance – Kaplan Professional Education
  • Compliance in Securities, Managed Investments, Derivatives – Financial Planning Association of Australia (FPA)
  • Compliance in Superannuation – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Sonya Munro is authorised to provide advices on following products:

  • Derivatives
  • 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
  • Miscellaneous Financial Facility / Miscellaneous Financial Investment Products