Tracey Edwards Financial Planner Report

Name:
Tracey Margaret Edwards

Rep Number:
000229194

Status:
Current

First Advice:
1985

Disciplinary action:
No action

Most Recent Role:
2016-04-04 onwards

Licensee
Name:

Number:
000484091

Controlled By:

Appointed By
Name:
First Advice Licensee Services Pty Ltd

Licence Number:
000484091

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
FPA
Certified Financial Planner
Deakin University
Diploma of Financial Planning
Macquarie University
Diploma of Superannuation Management

Memberships
Association of Financial Advisers (AFA)
Financial Planning Association of Australia (FPA)