Vicki Adams Financial Planner Report

Name:
Vicki Frances Adams

Rep Number:
000232153

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2003-07-01 onwards

Location:
Blackburn, , VIC, 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
Monash University
Bachelor of Business (Multidiscipline)
Chartered Accountants Australia New Zealand
Chartered Accountant - Financial Planning Specialist
Financial Planning Association (FPA)
Diploma of Financial Planning - DFP1, DFP8 and Practice Knowledge Exam)
Chartered Accountants Australia New Zealand
Professional Year

Memberships
CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association (FPA) - Certified Financial Planner