Grant Loechel Financial Planner Report

Name:
Grant Loechel

Rep Number:
000239788

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2013-06-28 onwards

Location:
Milton, , QLD, 0

Licensee
Name:

Number:
000238478

ABN:
30 085 870 015

Controlled By:

Appointed By
Name:
Futuro Financial Services Pty Ltd

Licence Number:
000238478

ABN:
30 085 870 015

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
Standard Margin Lending Facility
Miscellaneous Financial Investment Products - MDA Services
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan
Certificate IV in Finance and Mortgage Broking
FPA
Certified Financial Planner
Kaplan
Margin Lending and Geared Investments
University of the Sunshine Coast
Master of Financial Planning
Kaplan
Self Managed Superannuation Funds

Memberships
Financial Planning Association of Australia (FPA)