Reuben Zelwer Financial Planner Report

Name:
Reuben Yechiel Zelwer

Rep Number:
000223804

Status:
Current

First Advice:
2001

Disciplinary action:
No action

Most Recent Role:
2014-04-01 onwards

Licensee
Name:

Number:
000297276

ABN:
16 108 571 875

Controlled By:

Appointed By
Name:
Paragem Pty Limited

Licence Number:
000297276

ABN:
16 108 571 875

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
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Monash University
Bachelor of Accounting
Financial Planning Association
Certified Financial Planner
Securities Institute of Australasia (FINSIA)
Graduate Diploma in Applied Finance and Investment
Kaplan
Margin Lending and Geared Investments
SMSF Association
SMSF Specialist Adviser

Memberships
Financial Planning Association of Australia (FPA)
SMSF Association