Therese Melville Financial Planner Report

Name:
Therese Kathleen Melville

Rep Number:
000237599

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2003-09-17 onwards

Location:
Bathurst, Regional NSW, NSW, 2795

Licensee
Name:

Number:
000231103

ABN:
46 094 765 134

Controlled By:

Appointed By
Name:
Fiducian Financial Services Pty Ltd

Licence Number:
000231103

ABN:
46 094 765 134

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
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
FPA
Advanced Diploma of Financial Planning
University of New England
Bachelor of Financial Administration
Kaplan
Certificate IV in Finance & Mortgage Broking
Kaplan
Margin Lending & Geared Products
Kaplan
SMSF

Memberships
Financial Planning Association of Australia (FPA)