Lyle Clifford Financial Planner Report

Name:
Lyle Clifford

Rep Number:
000315075

Status:
Current

First Advice:
2007

Disciplinary action:
No action

Most Recent Role:
2016-05-06 onwards

Location:
Townsville, , QLD, 0

Licensee
Name:

Number:
000254544

ABN:
17 005 482 726

Controlled By:

Appointed By
Name:
The All Finanz Group Pty Ltd

Licence Number:
001241737

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
Superannuation

Qualifications
Kaplan Professional
Advanced Diploma of Financial Services (Financial Planning)
Intellitrain
Diploma of Finance & Mortgage Broking
Tribeca
Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
Self-Managed Super Funds

Memberships
Association of Financial Advisers (AFA)
Mortgage & Finance Association of Australia (MFAA)