Michelle Case Financial Planner Report

Name:
Michelle Marie Case

Rep Number:
000239727

Status:
Current

First Advice:
1996

Disciplinary action:
No action

Most Recent Role:
2005-06-04 onwards

Licensee

Appointed By
Name:
Moneywise Personal Financial Management Pty Ltd

Licence Number:
000287804

May advise on following product areas:
Non-basic Deposit Products
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Monash University
Bachelor of Science
Financial Planning Association
Certified Financial Planner
Deakin University
Diploma of Financial Planning
Securities Institute of Australia
Securities Institute Diploma
Tribeca
Self Managed Super Fund Specialist

Memberships
Financial Planning Association of Australia (FPA)