Colleen Walter Financial Planner Report

Name:
Colleen Lee Walter

Rep Number:
000235702

Status:
Current

First Advice:
1994

Disciplinary action:
No action

Most Recent Role:
2008-01-07 onwards

Licensee
Name:

Number:
000240687

ABN:
48 009 189 495

Controlled By:

Appointed By
Name:
Securitor Financial Group Ltd

Licence Number:
000240687

ABN:
48 009 189 495

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Financial Planning Association of Australia
CFP - Certified Financial Planner
RMIT University
Diploma of Financial Planning

Memberships
Financial Planning Association of Australia (FPA)