Simon Menlove Financial Planner Report

Name:
Simon Menlove

Rep Number:
000225587

Status:
Current

First Advice:
2015

Disciplinary action:
No action

Most Recent Role:
2015-01-05 onwards

Licensee
Name:

Number:
000323825

ABN:
93 128 650 037

Appointed By
Name:
Yellow Brick Road Wealth Management Pty Limited

Licence Number:
000323825

ABN:
93 128 650 037

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
Retirement Savings Account Products
Superannuation

Qualifications
Australis College
Diploma of Financial Planning
Kaplan
TASA and the TPB Code of Professional Conduct