Warren Michael Loudon – Financial Adviser

Adviser identifying number: 444155
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013

Name of the licence holder: FORTNUM PRIVATE WEALTH LTD
Licence number: 357306
Licensee’s ABN: 54139889535
Licence controlled by: FORTNUM PRIVATE WEALTH LTD

The date the Financial Adviser commenced the appointment: 28/09/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FORTNUM PRIVATE WEALTH LTD
Authorised Representative identifying number: 357306
Authorised Representative’s ABN: 54139889535

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:

  • ALPA – Kaplan
  • Advanced Diploma of Financial Planning – Kaplan Professional
  • Diploma of Financial Services (Financial Planning) – Kaplan Professional
  • Provide Advice in Margin Lending – Pinnacle
  • SMSF – Kaplan

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Warren Michael Loudon 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
  • Managed Investment Schemes / MDA Services
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility