Colin Ward Financial Planner Report

Name:
Colin John Ward

Rep Number:
000222915

Status:
Current

First Advice:
2002

Disciplinary action:
No action

Most Recent Role:
2004-06-07 onwards

Licensee
Name:

Number:
000237590

ABN:
15 089 512 587

Controlled By:

Appointed By
Name:
Financial Services Partners Pty Limited

Licence Number:
000237590

ABN:
15 089 512 587

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

Qualifications
Kaplan
ALPA
Tribeca
Advanced Diploma of Financial Services (Financial Planning) and Diploma of Financial Services
University of Technology Sydney
Bachelor of Business
Traineeship Management Australia
Certificate IV in Financial Services (Finance/Mortgage broking)
FPA
Certified Financial Planner

Memberships
Financial Planning Association of Australia (FPA)
SMSF Association