John Goldie Financial Planner Report

Name:
John Goldie

Rep Number:
000236944

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2011-02-17 onwards

Licensee
Name:

Number:
000357306

ABN:
54 139 889 535

Controlled By:

Appointed By
Name:
Fortnum Private Wealth Ltd

Licence Number:
000357306

ABN:
54 139 889 535

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
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Deakin University
Diploma of Financial Planning
Kaplan
Margin Lending and Geared Investments