Lynda Middleby Financial Planner Report

Name:
Lynda Joanne Middleby

Rep Number:
000295746

Status:
Current

First Advice:
2005

Disciplinary action:
No action

Most Recent Role:
2016-03-11 onwards

Licensee
Name:

Number:
000449221

ABN:
93 161 647 007

Controlled By:

Appointed By
Name:
Coastline Properties Pty Ltd

Licence Number:
000315555

ABN:
21 076 966 599

May advise on following product areas:
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Superannuation

Qualifications
Pinnacle
Advanced Taxation Planning
University of Newcastle
Bachelor Commerce
Financial Services Training & Assessment Pty Ltd
Diploma Financial Services (Financial Planning)
FSTA
Self Managed Superannuation Funds