Steven Perica Financial Planner Report

Name:
Steven Jay Perica

Rep Number:
000242687

Status:
Current

First Advice:
1996

Disciplinary action:
No action

Most Recent Role:
2003-12-01 onwards

Location:
Como, Perth, WA, 6152

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
Western Australian College of Advanced Education
Bachelor Degree - Education
Deakin University
Diploma - Financial Planning
The National Finance Institute
Diploma - Financial Planning
Edith Cowan University
Graduate Diploma - Business

Memberships
Financial Planning Association of Australia (FPA)