Michelle lovery Financial Planner Report

Name:
Michelle Sharon Tate-lovery

Rep Number:
000235917

Status:
Current

First Advice:
1989

Disciplinary action:
No action

Most Recent Role:
2003-09-01 onwards

Location:
Carlton, , VIC, 0

Licensee
Name:

Number:
000230510

ABN:
31 066 587 602

Appointed By
Name:
Unified Financial Services Pty Ltd

Licence Number:
000230510

ABN:
31 066 587 602

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
Superannuation

Qualifications
University of Western Australia
Bachelor of Arts (Hons)
Financial Planning Association of Australia
Certified Financial Planner
Deakin University
Diploma of Financial Planning
Kaplan Professional
Margin Lending and Geared Investments
Financial Essentials
Self Managed Super Fund Accreditation

Memberships
Association of Financial Advisers (AFA)
Financial Planning Association of Australia (FPA)
Tax Practitioners Board (TASA)