Nicholas Bird Financial Planner Report

Name:
Nicholas Guy Bird

Rep Number:
000224793

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2002-09-16 onwards

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
Swinburne University of Technology
Bachelor of Business
Deakin University
Diploma of Financial Planning
Kaplan
Margin Lending & Geared Investment
Kaplan
Self Managed Superannuation Funds

Memberships
Financial Planning Association of Australia (FPA)