Theresa Mclellan – Financial Adviser

Adviser identifying number: 242201
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1987

Name of the licence holder: PROFESSIONAL WOMENS INVESTMENT SERVICE PTY. LTD.
Licence number: 356466
Licensee’s ABN: 73104610308
Licence controlled by:

The date the Financial Adviser commenced the appointment: 27/07/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PROFESSIONAL WOMENS INVESTMENT SERVICE PTY. LTD.
Authorised Representative identifying number: 356466
Authorised Representative’s ABN: 73104610308

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:

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Relevant qualifications and training:

Bachelor of Business – RMIT
Certified Financial Planner – FPA
Certified Practicing Accountant – CPA Australia
SMSF Lending Program – MFAA
Superannuation Management – The Association of Superannuation Funds of Australia

Relevant memberships of professional bodies or industry associations:

Theresa Mclellan 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
Managed Investment Schemes / MDA Services
Securities
Superannuation
Margin Lending Facility / Standard Margin Lending Facility
Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services
FHSA Issued non ADI