Donald Munro Financial Planner Report

Name:
Donald Ross Munro

Rep Number:
000239526

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2013-05-01 onwards

Location:
Brisbane, , QLD, 0

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
The University of Queensland
Bachelor of Commerce
FPA
Certified Financial Planner
Integratec and Tribeca
Equities/ Self Managed Superannuation Funds
Kaplan
Margin Lending and Geared Investments
The University of Queensland
Master of Business Administration

Memberships
Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)