Adrian Milham Financial Planner Report

Name:
Adrian Malcolm Milham

Rep Number:
000342607

Status:
Current

First Advice:
2009

Disciplinary action:
No action

Most Recent Role:
2016-05-16 onwards

Licensee
Name:

Number:
000449221

ABN:
93 161 647 007

Controlled By:

Appointed By
Name:
Cb Financial Pty Ltd

Licence Number:
000303961

ABN:
84 120 482 313

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
Financial Services Training & Assessment Pty Ltd
Diploma Financial Services (Financial Planning)
Kaplan Professional Education
Estate Planning
Kaplan Professional Education
Margin Lending
Kaplan Professional Education
Tax for Financial Advising

Memberships
Association of Financial Advisers (AFA)