Terry Lay Financial Planner Report

Name:
Terry Lay

Rep Number:
000234867

Status:
Current

First Advice:
1993

Disciplinary action:
No action

Most Recent Role:
2003-07-17 onwards

Location:
Korumburra, , VIC, 0

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
Financial Planning Association
Advanced Investment Planning
Financial Planning Association
Introduction to Financial Planning
Financial Planning Association
Investment Planning: Fundamentals
Financial Planning Association
Retirement Planning
Financial Planning Association
Risk Management & Insurance Planning