Joan Falconer Financial Planner Report

Name:
Joan Frances Falconer

Rep Number:
000239395

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2005-11-08 onwards

Location:
Widgee, , QLD, 0

Licensee
Name:

Number:
000234951

ABN:
11 074 608 558

Controlled By:

Appointed By
Name:
Professional Investment Services Pty Ltd

Licence Number:
000234951

ABN:
11 074 608 558

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
Generic Financial Planning
FPA
Managed Investments
Kaplan
Margin Lending
FPA
Risk Management
FPA
Superannuation and Retirement Planning

Memberships
Financial Planning Association of Australia (FPA)