Page 17 - Ives, Martyn - Review Report - July 2020

Doctor Martyn Ives
Review report - Doctor Martyn Ives Doctor Martyn Ives
Review report - Doctor Martyn Ives
1 June 2019 to 31 May 2020
1 June 2019 to 31 May 2020

Date: 24 June 2020
Date:
24 June 2020
Client reference number:
Client reference number: P00045882S
P00045882S
Client details Adviser details
Client details
Adviser details
Paul Aspros
Name: Doctor Martyn Ives Name: Paul Aspros
Doctor Martyn Ives
Name:
Name:
Phone:
(02) 9324 8888
Address:
Address: Phone: (02) 9324 8888
Home: 8 Holmesdale St Fax: (02) 9324 8899
Home:
(02) 9324 8899
8 Holmesdale St
Fax:
PAUL@PSK.COM.AU
Email:
Marrickville NSW 2204 Email: PAUL@PSK.COM.AU
Marrickville NSW 2204
Contacts: Adviser transaction
Contacts:
Adviser transaction
authority:
No
02 9437 2092
H: H: 02 9437 2092 authority: No
W: Not supplied
Not supplied
W:
M:
M: 0410 411 917
0410 411 917
Email: sevinytram@gmail.com
Email:
sevinytram@gmail.com
Male
Gender: Male
Gender:
Date of birth: 12 March 1964
Date of birth:
12 March 1964
Provided
Tax file number:
Tax file number: Provided
Portfolio summary
Portfolio summary
Your portfolio summary as at 31 May 2020
Your portfolio summary as at 31 May 2020
Account
Account
Account value
Type
Type Account value
number
number
North Personal Superannuation Y00559674 $295,240.04
North Personal Superannuation
$295,240.04
Y00559674
Portfolio value $295,240.04
$295,240.04
Portfolio value

North Service Centre, GPO Box 2915, Melbourne, VIC 3001 Tel: 1800 667 841 Fax: 1800 071 329 Tel: 1800 667 841 Fax: 1800 071 329
North Service Centre, GPO Box 2915, Melbourne, VIC 3001
Website:
Website: northonline.com.au Email: north@amp.com.aunorthonline.com.au Email: north@amp.com.au
Fund: Wealth Personal Superannuation and Pension Fund ABN 92 381 911 598BN 92 381 911 598
Fund: Wealth Personal Superannuation and Pension Fund A
Trustee: N.M.Superannuation Proprietary Limited ABN 31 008 428 322 AFS Licence No. 234654008 428 322 AFS Licence No. 234654
Trustee: N.M.Superannuation Proprietary Limited ABN 31
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Date prepared: 24/06/2020
Date prepared: 24/06/2020 Page 1 of 5