Ronald Mellody Financial Planner Report

Name:
Ronald Mellody

Rep Number:
000231418

Status:
Current

First Advice:
1977

Disciplinary action:
No action

Most Recent Role:
2016-12-17 onwards

Licensee
Name:

Number:
000307248

ABN:
87 112 139 321

Controlled By:

Appointed By
Name:
Dover Financial Advisers Pty Ltd

Licence Number:
000307248

ABN:
87 112 139 321

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
LPAC Online
ASX Listed Products Accreditation Course
The Institute of Chartered Accountants in Australia
Chartered Accountant Financial Planning Specialist
Kaplan
Margin Lending and Geared Investments
Kaplan
RG146 Compliance
Count Wealth Accountants
Self Managed Superannuation Funds

Memberships
CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)
SMSF Association
Tax Institute