Mary Eddy Financial Planner Report

Name:
Mary Lynette Eddy

Rep Number:
000238014

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2015-06-24 onwards

Licensee
Name:

Number:
000414256

ABN:
59 153 322 420

Controlled By:

Appointed By
Name:
Aiw Dealer Services Pty Ltd

Licence Number:
000414256

ABN:
59 153 322 420

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
Monarch Institute
Advanced Diploma of Financial Planning
Australian Institute of Company Directors
Company Directors Course
Pinnacle Financial Services Academy
DPML Margin Lending
Deakin University VIC
Diploma of Financial Planning
Financial Essentials Pty Ltd
Financial Essentials SMSF Adviser Education Program

Memberships
Association of Financial Advisers (AFA)
Financial Planning Association of Australia (FPA)