Denis Herbert Financial Planner Report

Name:
Denis Raymond Herbert

Rep Number:
000241911

Status:
Current

First Advice:
1985

Disciplinary action:
No action

Most Recent Role:
2010-08-13 onwards

Licensee
Name:

Number:
000230692

ABN:
96 002 071 749

Controlled By:

Appointed By
Name:
Gwm Adviser Services Limited

Licence Number:
000230692

ABN:
96 002 071 749

May advise on following product areas:
Non-basic Deposit Products
Non-Cash Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
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
CFP - Certified Financial Planner
Royal Melbourne Institute of Technology
Diploma - Associateship Diploma in Valuations

Memberships
Financial Planning Association of Australia (FPA)