Peter Sheldon Financial Planner Report

Name:
Peter Sheldon

Rep Number:
000232330

Status:
Current

First Advice:
1990

Disciplinary action:
No action

Most Recent Role:
2003-07-01 onwards

ABN:
32 852 490 080

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 South Wales
Bachelor of Commerce (Accounting, Finance and Systems)

Memberships
CPA Australia (CPA)
SMSF Association - SMSF Specialist Advisor (SSA)