Rohan Mcpherson Financial Planner Report

Name:
Rohan Mcpherson

Rep Number:
000239316

Status:
Current

First Advice:
1994

Disciplinary action:
No action

Most Recent Role:
2015-11-02 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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
ASX
ALPA
FPA
CFP
FPA
DFP
Tribeca
SMSF

Memberships
Chartered Financial Analyst Institute (CFA)
Financial Planning Association of Australia (FPA)