William Fenwicke Financial Planner Report

Name:
William Fenwicke

Rep Number:
000231963

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2003-07-01 onwards

Location:
Narrabeen, , NSW, 0

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
University of New England
Bachelor of Economics
Kaplan Professional
Diploma of Finance and Mortgage Broking Management
Kaplan (formerly FINSIA)
Graduate Certificate in Financial Planning
Chartered Accountants Australia New Zealand
Professional Year

Memberships
Chartered Accountants Australia and New Zealand (CA)