Terry Cross Financial Planner Report

Name:
Terry Cross

Rep Number:
000242738

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2012-08-03 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
Kaplan
ASX Accredited Listed Products Advisor
FPA
Certified Financial Planner
Deakin University
Diploma of Finanical Planning 1 - 8

Memberships
Financial Planning Association of Australia (FPA)