Allan Meates Financial Planner Report

Name:
Allan Harold Meates

Rep Number:
000240632

Status:
Current

First Advice:
1988

Disciplinary action:
No action

Most Recent Role:
2008-04-17 onwards

Licensee
Name:

Number:
000322207

ABN:
15 129 312 661

Appointed By
Name:
Mks Wealth Management Pty Ltd

Licence Number:
000322207

ABN:
15 129 312 661

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
Certified Financial Planner
International Association for Financial Planning (Australia)
Diploma of Financial Planning

Memberships
Financial Planning Association of Australia (FPA)