Tracey Anne Scotchbrook – Financial Adviser

Adviser identifying number: 406430
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: SMSF ADVICE PTY LIMITED
Licence number: 234664
Licensee’s ABN: 11074225353
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]

The date the Financial Adviser commenced the appointment: 24/02/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SMSF ADVICE PTY LIMITED
Authorised Representative identifying number: 234664
Authorised Representative’s ABN: 11074225353

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 (Accounting) – Edith Cowen University
• Bachelor of Business (Accounting) – Edith Cowen University
• Graduate Diploma of Financial Planning – Kaplan
• Graduate Diploma of Financial Planning – Kaplan
• Master of Taxation – Curtin University of Technology
• Master of Taxation – Curtin University of Technology

Relevant memberships of professional bodies or industry associations:

• CPA – Certified Practicing Accountant
• CPA – Certified Practicing Accountant
• CPA – Public Practitioner
• CPA – Public Practitioner
• SSA – SMSF Specialist Accreditation (SPAA)
• SSA – SMSF Specialist Accreditation (SPAA)

Tracey Anne Scotchbrook is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Life Products / Investment Life Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility