Francis Liddell Financial Planner Report

Name:
Francis James Liddell

Rep Number:
000235993

Status:
Current

First Advice:
1993

Disciplinary action:
No action

Most Recent Role:
2009-12-24 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
Retirement Savings Account Products
All Securities
Superannuation

Qualifications
IntegraTec
Entry Level Competencies
CCH Learning
Insurance Planning: Principles and Applications
CCH Learning
Retirement Planning
Kaplan
Securities and Managed Investments

Memberships
Association of Financial Advisers (AFA)