HomeFinancial AdvisersTherese Margaret Pontifex – Financial Adviser

Therese Margaret Pontifex – Financial Adviser

Adviser identifying number: 338379
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: SECURITOR FINANCIAL GROUP LTD
Licence number: 240687
Licensee’s ABN: 48009189495
Licence controlled by: WESTPAC BANKING CORPORATION

The date the Financial Adviser commenced the appointment: 19/06/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ACCOUNTCORP FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 427760
Authorised Representative’s ABN: 36159311985

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:

You might be interested in:

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Relevant qualifications and training:

  • Advanced Diploma of Financial Services (Financial Planning) – Kaplan Professional Education
  • Diploma of Financial Services (Financial Planning) – FINSIA

Relevant memberships of professional bodies or industry associations:

Therese Margaret Pontifex 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
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