John Small Financial Planner Report

Name:
John Small

Rep Number:
000239840

Status:
Current

First Advice:
1991

Disciplinary action:
No action

Most Recent Role:
2012-11-01 onwards

Location:
Mosman, , NSW, 0

Licensee
Name:

Number:
000245451

ABN:
38 078 629 973

Controlled By:

Appointed By
Name:
Executive Wealth Management Financial Services Pty Limited

Licence Number:
000245451

ABN:
38 078 629 973

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
Financial Planning Association of Australia (FPA)
Certified Financial Planner Program
Pinnacle Financial Services Academy
DPML Margin Lending
SMSF Professionals' Association of Australia Limited
SMSF Specialist Advisor

Memberships
Association of Financial Advisers (AFA)
Financial Planning Association of Australia (FPA)
SMSF Association