Terry Barber – Financial Adviser

Adviser identifying number: 1003219
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001

Name of the licence holder: LIFEWEALTH PTY LTD
Licence number: 279615
Licensee’s ABN: 79100448182
Licence controlled by: JAMES LEIGH VANDALOO ~ PAUL THOMAS MCKERNAN

The date the Financial Adviser commenced the appointment: 13/08/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LIFEWEALTH PTY LTD
Authorised Representative identifying number: 279615
Authorised Representative’s ABN: 79100448182

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 Planning – Tribeca Learning
• Diploma of Financial Planning – Integratec
• Margin Lending and Geared Investments – Kaplan Professional Education
• Self Managed Superannuation Funds – Tribeca Learning

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Terry Barber 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