Richard Palmer Financial Planner Report

Name:
Richard John Palmer

Rep Number:
000236534

Status:
Current

First Advice:
1978

Disciplinary action:
No action

Most Recent Role:
2003-09-03 onwards

Location:
Rockingham, South Western, WA, 6168

Licensee
Name:

Number:
000231138

ABN:
70 006 646 108

Controlled By:

Appointed By
Name:
Financial Wisdom Limited

Licence Number:
000231138

ABN:
70 006 646 108

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
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Mentor Education
Advanced Diploma of Financial Planning
Financial Planning Association
Diploma of Financial Planning - DFP 1 - 4

Memberships
Association of Financial Advisers (AFA)
SMSF Association