Tony Melwell Mifsud – Financial Adviser
Adviser identifying number: 303988
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006
Name of the licence holder: WEALTHSURE FINANCIAL SERVICES PTY LTD
Licence number: 326450
Licensee’s ABN: 59130288578
Licence controlled by: SENTRY GROUP PTY LTD
The date the Financial Adviser commenced the appointment: 01/03/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WEALTHSURE FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 326450
Authorised Representative’s ABN: 59130288578
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:
- ASX Listed Products Accreditation Course (LPAC) – LPAC Online Pty Ltd
- Bachelor of Business (Accounting Major) – University of Technology Sydney
- Graduate Certificate in Financial Planning – Finsia
- Margin Lending and Geared Investments – Kaplan
- Self Managed Superannuation Funds – International Institute of Technology
Relevant memberships of professional bodies or industry associations:
- Australian Institute of Company Directors (AICD)
- Chartered Accountants Australia and New Zealand (CA)
- Financial Services Institute of Australasia (FINSIA)
- The National Tax and Accountants’ Association Ltd. (NTAA)
- The Tax Institute
Tony Melwell Mifsud is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- 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