Loretta Rabbitt Financial Planner Report

Name:
Loretta Dawn Rabbitt

Rep Number:
000231029

Status:
Current

First Advice:
2004

Disciplinary action:
No action

Most Recent Role:
2005-07-11 onwards

Location:
Miranda, Sydney, NSW, 2228

Licensee
Name:

Number:
000246934

ABN:
76 006 637 225

Controlled By:

Appointed By
Name:
S & R Financial Services Pty Limited

Licence Number:
000290742

ABN:
84 001 009 785

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
Own Managed Investment Scheme Only
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Southern Sydney Institute of TAFE
Associate Diploma in Business
Securities Institute of Australia
Graduate Diploma Financial Planning
Southern Cross University
Master of Business Administration

Memberships
Chartered Accountants Australia and New Zealand (CA)
FINSIA - Financial Services Institute of Australasia
Institute of Public Accountants (IPA)