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:

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