Sarah Mills Financial Planner Report

Name:
Sarah Mills

Rep Number:
000378390

Status:
Current

First Advice:
2010

Disciplinary action:
No action

Most Recent Role:
2011-12-21 onwards

Licensee
Name:

Number:
000409361

ABN:
89 125 557 002

Controlled By:

Appointed By
Name:
Merit Wealth Pty Ltd

Licence Number:
000409361

ABN:
89 125 557 002

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
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan
Diploma of Financial Services (Financial Planning)
Tribeca Learning
Entry Level Competencies, Risk Management, Investment Planning, Superannuation & Retirement Planning
Kaplan
Margin Lending and Geared Investments
Kaplan
Self Managed Superannuation Funds

Memberships
Association of Financial Advisers (AFA)