Andrew Prince Financial Planner Report

Name:
Andrew Neil Prince

Rep Number:
000230507

Status:
Current

First Advice:
1992

Disciplinary action:
No action

Most Recent Role:
2015-05-20 onwards

Licensee
Name:

Number:
000357306

ABN:
54 139 889 535

Controlled By:

Appointed By
Name:
Fortnum Private Wealth Ltd

Licence Number:
000357306

ABN:
54 139 889 535

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
Kaplan
ALPA
AAMC Training Group
Certificate IV in Financial Services (Finance/Mortgage Broking)
Financial Planning Association of Australia
Certified Financial Planner
Financial Planning Association of Australia
Diploma of Financial Planning
Mentor
SMSF

Memberships
Financial Planning Association of Australia (FPA)