Ned Schepis Financial Planner Report

Name:
Ned Schepis

Rep Number:
000240704

Status:
Current

First Advice:
1989

Disciplinary action:
No action

Most Recent Role:
2009-06-19 onwards

Licensee
Name:

Number:
000291389

ABN:
50 113 653 946

Appointed By
Name:
Gold Financial Pty Ltd

Licence Number:
000291389

ABN:
50 113 653 946

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

Qualifications
Kaplan Education Pty Ltd
Advanced Diploma of Financial Services (Financial Planning)
Financial Planning Association of Australia Ltd
Diploma of Financial Planning
Tribeca Learning (Aust) Pty Ltd
Finance Broking (Including WA Supplement)
Tribeca Learning (Aust) Pty Ltd
Financial Plan Construction & Review
Tribeca Learning (Aust) Pty Ltd
Self Managed Superannuation Funds

Memberships
Association of Financial Advisers (AFA)