Richard Wakefield Financial Planner Report

Name:
Richard Wakefield

Rep Number:
000239993

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2003-10-01 onwards

Location:
Ingleburn, Sydney, NSW, 2565

Licensee
Name:

Number:
000237590

ABN:
15 089 512 587

Controlled By:

Appointed By
Name:
Financial Services Partners Pty Limited

Licence Number:
000237590

ABN:
15 089 512 587

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan
Advanced Diploma of Financial Services (Financial Planning)
Integratec
Diploma of Financial Planning
Integratec
Policy Statement 146 Knowledge assessment

Memberships
Financial Planning Association of Australia (FPA)