Jean-michel Merven Financial Planner Report

Name:
Jean-michel Merven

Rep Number:
001001865

Status:
Current

First Advice:
1984

Disciplinary action:
No action

Most Recent Role:
2004-03-11 onwards

Licensee
Name:

Number:
000243480

ABN:
25 006 390 772

Controlled By:

Appointed By
Name:
Bell Potter Securities Limited

Licence Number:
000243480

ABN:
25 006 390 772

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Securities
Superannuation

Qualifications
ASX
Accredited Derivatives Adviser Level 1
University of Western Australia
Bachelor of Economics
Kaplan Education Pty Ltd
Margin Lending and Geared Investments
Securities Institute Education
PS146 Compliance Program - Superannuation; Financial Planning
Securities & Derivatives Industry Association / DeakinPrime
SDIA Accreditation Program Assessment