Eric Koelmeyer Financial Planner Report

Name:
Eric Alistair Koelmeyer

Rep Number:
000231062

Status:
Current

First Advice:
1986

Disciplinary action:
No action

Most Recent Role:
2014-01-22 onwards

Licensee
Name:

Number:
000414256

ABN:
59 153 322 420

Controlled By:

Appointed By
Name:
Aiw Dealer Services Pty Ltd

Licence Number:
000414256

ABN:
59 153 322 420

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
Retirement Savings Account Products
Superannuation

Qualifications
Kaplan Education Pty Limited
Advanced Diploma of Financial Services (Financial Planning)
The University of Adelaide
Cavendish & ICFS Specialist SMSF Course
Kaplan Education Pty Limited
Diploma of Financial Services (Financial Planning)

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