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