Lorena Millett
Financial Adviser in Narrabeen, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000288757
- Location
- Narrabeen NSW 2101
- Licensee
- B. Moses Investment Services Pty Limited (AFSL 421290)
- Authorised since
- 3 October 2012
- First provided advice
- 2005
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), ThreeSixty (2006); Diploma of Financial Services (Financial Planning), FINSIA (2006); ASX Accredited Listed Products Adviser (ALPA) Program, LPAC (2013); Cavendish & ICFS Specialist SMSF Course, Cavendish & ICFS (2013); Graduate Diploma of Financial Planning, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Lorena Millett
Lorena Millett is a financial adviser in Narrabeen, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000288757.
The licensee Lorena advises under is B. Moses Investment Services Pty Limited (AFS licence 421290). The current authorisation started on 3 October 2012.
The register records 2005 as the year Lorena first provided financial advice. Qualifications and training on file include Advanced Diploma of Financial Services (Financial Planning) (ThreeSixty, 2006), Diploma of Financial Services (Financial Planning) (FINSIA, 2006) and ASX Accredited Listed Products Adviser (ALPA) Program (LPAC, 2013). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Lorena Millett a registered financial adviser?
Yes. Lorena Millett is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000288757.
Which licensee does Lorena Millett work under?
B. Moses Investment Services Pty Limited, Australian financial services licence 421290.
What can Lorena Millett give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.