Laurence Pennell Financial Planner Report

Name:
Laurence Ian Pennell

Rep Number:
000224788

Status:
Current

First Advice:
1987

Disciplinary action:
No action

Most Recent Role:
2002-09-01 onwards

Location:
Shepparton, , VIC, 0

Licensee
Name:

Number:
000221235

ABN:
35 005 391 202

Appointed By
Name:
Ozplan Financial Services Pty Ltd

Licence Number:
000221235

ABN:
35 005 391 202

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
University of Melbourne
Bachelor of Commerce
RMIT / Financial Planning Association
Diploma of Financial Planning
Kaplan
Margin Lending & Geared Investments
Tribeca (now Kaplan)
Self Managed Superannuation Funds

Memberships
CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)