Margaret White Financial Planner Report

Name:
Margaret Anne White

Rep Number:
000227591

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2009-03-09 onwards

Licensee
Name:

Number:
000309996

ABN:
22 122 230 835

Controlled By:

Appointed By
Name:
Insight Investment Services Pty Ltd

Licence Number:
000309996

ABN:
22 122 230 835

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
Kaplan Professional
ASX Accredited Listed Products Adviser
Financial Planning Association of Australia Limted
Certified Financial Planner
Coffs Harbour TAFE
Diploma of Accounting
Deakin University
Diploma of Financial Planning
Kaplan Professional
Margin Lending and Geard Investments

Memberships
Institute of Public Accountants (IPA)