John Carroll Financial Planner Report

Name:
John Carroll

Rep Number:
000234814

Status:
Current

First Advice:
1987

Disciplinary action:
No action

Most Recent Role:
2003-07-17 onwards

Location:
Sutherland, Sydney, NSW, 2232

ABN:
96 337 947 176

Licensee
Name:

Number:
000229892

ABN:
23 065 921 735

Controlled By:

Appointed By
Name:
Lifespan Financial Planning Pty Ltd

Licence Number:
000229892

ABN:
23 065 921 735

May advise on following product areas:
Non-basic Deposit Products
FHSA Issued non ADI
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Institute of Chartered Accountants
Bachelor Degree majoring in Accounting
Integratec UTS
PS146 Knowledge Assessment

Memberships
Financial Planning Association of Australia (FPA)
Institute of Public Accountants (IPA)