Tricia Vale Financial Planner Report

Name:
Tricia Vale

Rep Number:
000231930

Status:
Current

First Advice:
2004

Disciplinary action:
No action

Most Recent Role:
2003-07-01 onwards

Location:
Benalla, Northern Victoria, VIC, 3672

Licensee
Name:

Number:
000227232

ABN:
19 001 974 625

Controlled By:

Appointed By
Name:
Count Financial Limited

Licence Number:
000227232

ABN:
19 001 974 625

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
Traineeship Management Australia
Diploma of Financial Planning

Memberships
CPA Australia (CPA)