Therese Kathleen Melville – Financial Adviser

Adviser identifying number: 237599
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: FIDUCIAN FINANCIAL SERVICES PTY LTD
Licence number: 231103
Licensee’s ABN: 46094765134
Licence controlled by: FIDUCIAN GROUP LIMITED

The date the Financial Adviser commenced the appointment: 17/09/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FIDUCIAN FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 231103
Authorised Representative’s ABN: 46094765134

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 – FPA
• Bachelor of Financial Administration – University of New England
• Certificate IV in Finance & Mortgage Broking – Kaplan
• Margin Lending & Geared Products – Kaplan
• SMSF – Kaplan

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

Therese Kathleen Melville 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
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility