Leigh-anne Meyerowitz Financial Planner Report

Name:
Leigh-anne Meyerowitz

Rep Number:
000232090

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2016-11-07 onwards

Licensee

Appointed By
Name:
Shakespeare Financial Services Pty Ltd

Licence Number:
000274011

ABN:
95 009 351 615

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 the Witwatersrand
Bachelor of Accounting
University of the Witwatersrand
Bachelor of Commerce
Charles Stuart University
Company and Taxation Law
FINSIA
Diploma of Financial Services (Financial Planning)
Kaplan
Margin Lending and Geared Investments

Memberships
Chartered Accountants Australia and New Zealand (CA)