Elisabeth Keilty Financial Planner Report

Name:
Elisabeth Joan Keilty

Rep Number:
000226945

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2003-03-04 onwards

Location:
Morwell, , 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
Aged Care Steps Pty Ltd
Accredited Aged Cared Professional Aged Care Step Course
RMIT
Bachelor of Business (Accounting)

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