Sophia Atkinson Financial Planner Report

Name:
Sophia Maree Atkinson

Rep Number:
000242837

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2015-06-26 onwards

ABN:
81 294 610 856

Licensee
Name:

Number:
000230323

ABN:
65 006 373 995

Controlled By:

Appointed By
Name:
Consultum Financial Advisers Pty Ltd

Licence Number:
000230323

ABN:
65 006 373 995

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
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Savings Factory
ASX Listed Products Accreditation
Financial Planning Association Australia
Certified Financial Planner
Deakin University
Diploma of Financial Planning
Financial Planning Association Australia
Life Risk Specialist
Kaplan Professional
Self Managed Superannuation Funds

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