Tracy Dutt – Financial Adviser
Adviser identifying number: 239388
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003
Name of the licence holder: WHITTLE & SKOK FINANCIAL SERVICES PTY. LTD.
Licence number: 232591
Licensee’s ABN: 68006923940
Licence controlled by:
The date the Financial Adviser commenced the appointment: 15/07/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WHITTLE & SKOK FINANCIAL SERVICES PTY. LTD.
Authorised Representative identifying number: 232591
Authorised Representative’s ABN: 68006923940
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:
- Diploma of Financial Planning – Kaplan Professional Education
- Margin Lending and Geared Investments – Kaplan Professional Education
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Tracy Dutt 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