Merilyn Ide Financial Planner Report

Name:
Merilyn Ide

Rep Number:
000232088

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2014-02-03 onwards

Licensee
Name:

Number:
000244252

ABN:
61 094 529 987

Controlled By:

Appointed By
Name:
Millennium 3 Financial Services Pty Ltd

Licence Number:
000244252

ABN:
61 094 529 987

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
All Securities
Superannuation

Qualifications
Securities Institute of Australia
ASX Accredited Listed Product Adviser
Securities Institute
Diploma Financial Advising 507 - The management Fund Industry
Integratec
Entry Level Competencies
Kaplan Professional
Margin Lending and Geared Investments
Kaplan Professional
Self Managed Super Funds

Memberships
Association of Financial Advisers (AFA)
Financial Planning Association of Australia (FPA)
Financial Services Institute of Australasia (Finsia)