Page 16 - Lewin, Diana - Review Report - July 2020

Mrs Diana Lewin
Review report - Mrs Diana Lewin
Review report - Mrs Diana Lewin Mrs Diana Lewin
1 June 2019 to 31 May 2020
1 June 2019 to 31 May 2020

24 June 2020
Date: 24 June 2020
Date:
Client reference number: 0013174
Client reference number:
0013174
Client details
Adviser details
Client details Adviser details
Name: Mrs Diana Lewin Name: Paul Aspros
Name:
Mrs Diana Lewin
Paul Aspros
Name:
Phone:
(02) 9324 8888
Addresses: Phone: (02) 9324 8888
Addresses:
Postal:
Postal: 73 Peacock Street Fax: (02) 9324 8899
73 Peacock Street
Fax:
(02) 9324 8899
SEAFORTH NSW 2092
SEAFORTH NSW 2092 Email: PAUL@PSK.COM.AU
PAUL@PSK.COM.AU
Email:
Home: 73 Peacock Street Adviser transaction
Home:
73 Peacock Street
Adviser transaction
No
authority:
SEAFORTH NSW 2092
SEAFORTH NSW 2092 authority: No
Contacts:
Contacts:
H: H: 02 9949 3759
02 9949 3759
W: Not supplied
Not supplied
W:
Not supplied
M: Not supplied
M:
Email:
Email: Not supplied
Not supplied
Female
Gender:
Gender: Female
Date of birth:
Date of birth: 11 November 1942
11 November 1942
Tax file number: Provided
Tax file number:
Provided
Australian resident
Australian resident
Yes
for tax purposes:
for tax purposes: Yes
Portfolio summary
Portfolio summary
Your portfolio summary as at 31 May 2020
Your portfolio summary as at 31 May 2020
Account
Account
Type
Type Account value
Account value
number
number
Summit Personal Pension 0013174D301 $8,506.48
Summit Personal Pension
$8,506.48
0013174D301
MyNorth Pension
$374,147.92
Y15688039
MyNorth Pension Y15688039 $374,147.92
$430,678.18
MyNorth Pension
Y15688195
MyNorth Pension Y15688195 $430,678.18
$19,276.27
Summit Personal Pension
Summit Personal Pension 0013174D302 $19,276.27
0013174D302
$832,608.85
Portfolio value
Portfolio value $832,608.85
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 A
Fund: Wealth Personal Superannuation and Pension Fund ABN 92 381 911 598BN 92 381 911 598
Trustee: N.M.Superannuation Proprietary Limited ABN 31
Trustee: N.M.Superannuation Proprietary Limited ABN 31 008 428 322 AFS Licence No. 234654008 428 322 AFS Licence No. 234654
Page 1 of 8
Date prepared: 24/06/2020
Date prepared: 24/06/2020 Page 1 of 8