Stefan Dooney Financial Planner Report

Name:
Stefan Mark Dooney

Rep Number:
000225030

Status:
Current

First Advice:
2002

Disciplinary action:
No action

Most Recent Role:
2015-08-05 onwards

Licensee
Name:

Number:
000477145

Appointed By
Name:
Whost Pty Ltd

Licence Number:
000477145

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
Queensland University of Technology
Bachelor of Business (Banking and Finance)
Financial Planning Association
Certified Financial Planner
Financial Planning Association
Diploma of Financial Planning
Kaplan
Margin Lending and Geared Investments

Memberships
Financial Planning Association of Australia (FPA)