Alan Perrott Financial Planner Report

Name:
Alan Michael Perrott

Rep Number:
000235764

Status:
Current

First Advice:
2004

Disciplinary action:
No action

Most Recent Role:
2015-03-01 onwards

Licensee
Name:

Number:
000326450

ABN:
59 130 288 578

Controlled By:

Appointed By
Name:
Wealthsure Financial Services Pty Ltd

Licence Number:
000326450

ABN:
59 130 288 578

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

Qualifications
University of New England
Bachelor of Financial Administration
Financial Planning Association
Certified Financial Planner
Institute of Chartered Accountants
Chartered Accountant - SMSF Specialist
Institute of Chartered Accountants
Chartered Accountants - Financial Planning Specialist
Institute of Chartered Accountants
Fellow of Institute of Charted Accountants

Memberships
Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)