Patricia Peters Financial Planner Report

Name:
Patricia Peters

Rep Number:
000237766

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2006-05-01 onwards

Licensee
Name:

Number:
000296198

ABN:
63 113 816 809

Appointed By
Name:
Petersmckeown Pty Ltd

Licence Number:
000296198

ABN:
63 113 816 809

May advise on following product areas:
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
FPA
Certified Financial Planner
Monash University
Master of Business Adminstration
Monash University
Master of Professional Accounting