Garth Mcnally Financial Planner Report

Name:
Garth Alexander Mcnally

Rep Number:
000237620

Status:
Current

First Advice:
1995

Disciplinary action:
No action

Most Recent Role:
2011-12-14 onwards

Location:
Sydney, , NSW, 0

Licensee
Name:

Number:
000409361

ABN:
89 125 557 002

Controlled By:

Appointed By
Name:
Merit Wealth Pty Ltd

Licence Number:
000409361

ABN:
89 125 557 002

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
Financial Planning Association Australia
Certified Financial Planner
Deakin University
Diploma in Financial Planning
Kaplan
Margin Lending & Geared Investments
SMSF Association
SMSF Specialist Adviser

Memberships
Financial Planning Association of Australia (FPA)
Financial Services Institute of Australasia
SMSF Association