Malcolm Proctor Financial Planner Report

Name:
Malcolm Macarthur Proctor

Rep Number:
000245153

Status:
Current

First Advice:
1978

Disciplinary action:
No action

Most Recent Role:
2003-12-08 onwards

Location:
Kuraby, Brisbane, QLD, 4112

Licensee
Name:

Number:
000234951

ABN:
11 074 608 558

Controlled By:

Appointed By
Name:
Professional Investment Services Pty Ltd

Licence Number:
000234951

ABN:
11 074 608 558

May advise on following product areas:
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
Kaplan
ASX Securities
AAMC
Certificate IV in Financial Services (Finance/Mortgage Broking)
Kaplan
Margin Lending
Kaplan
Self Managed Super Fund Course
Accredited
Superannuation and Retirement Planning