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3. Colin Raymond Whitehead

Colin Raymond Whitehead

Name

Colin Raymond Whitehead

ID

1248117

ABN

–

First Provided Advice

2016

Restrictions

Advice is limited to Superannuation and Strategies and Deposit and Payment Products. Financial advice is limited to:- 1) Providing personal advice on the establishment, structuring, retention or termination of a Self-Managed Superannuation Fund SMSF.2) Pension strategy within (SMSF) including Transition to Retirement income stream strategies.3) Making contributions to superannuation or paying benefits from a SMSF.4) Advise on contributing to superannuation and to receiving benefits from SMSF - no specific superannuation products or advise on switching or replacing a superannuation product. 5) Provide personal advice on a basic deposit products to the extent that they are necessary to set up a SMSF (e.g. to recommend and establish an appropriate cash account for a new SMSF).

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee