Alan Palmer Financial Planner Report

Name:
Alan Geoffrey Palmer

Rep Number:
000234606

Status:
Current

First Advice:
1995

Disciplinary action:
No action

Most Recent Role:
2014-10-31 onwards

Location:
Hobart, , TAS, 0

Licensee
Name:

Number:
000230323

ABN:
65 006 373 995

Controlled By:

Appointed By
Name:
Consultum Financial Advisers Pty Ltd

Licence Number:
000230323

ABN:
65 006 373 995

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
Financial Planning Association of Australia (FPA)
Certified Financial Planner (CFP)
Deakin University
Diploma Financial Planning (DFP)
Quantum Financial Training
Self Managed Super Funds

Memberships
Financial Planning Association of Australia (FPA)