Tracy Dutt Financial Planner Report

Name:
Tracy Dutt

Rep Number:
000239388

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2013-07-15 onwards

Licensee
Name:

Number:
000232591

ABN:
68 006 923 940

Appointed By
Name:
Whittle & Skok Financial Services Pty. Ltd.

Licence Number:
000232591

ABN:
68 006 923 940

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
Kaplan Professional Education
Diploma of Financial Planning
Kaplan Professional Education
Margin Lending and Geared Investments

Memberships
Financial Planning Association of Australia (FPA)