Ushma Joshi Mckie – Financial Adviser

Adviser identifying number: 414118
Status: Current
Adviser’s ABN: 38525479179
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: SYNCHRONISED BUSINESS SERVICES PTY LTD
Licence number: 243313
Licensee’s ABN: 33007207650
Licence controlled by:

The date the Financial Adviser commenced the appointment: 16/10/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SYNCHRONISED BUSINESS SERVICES PTY LTD
Authorised Representative identifying number: 243313
Authorised Representative’s ABN: 33007207650

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:

  • Advanced Self Managed Superannuation Funds Program – Kaplan
  • Bachelor of Science (Actuarial Science) – Curtin University of Technology
  • Master of Financial Planning – Curtin University of Technology

Relevant memberships of professional bodies or industry associations:

  • Association of Financial Advisers (AFA)
  • Million Dollar Round Table

Ushma Joshi Mckie 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
  • Securities
  • Superannuation