Kyle Surman Financial Planner Report

Name:
Kyle Surman

Rep Number:
000235736

Status:
Current

First Advice:
1984

Disciplinary action:
No action

Most Recent Role:
2017-05-29 onwards

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
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
FPA
Certified Financial Planner
FPA
Diploma of Financial Planning

Memberships
Financial Planning Association of Australia (FPA)