Douglas Latto Financial Planner Report

Name:
Douglas Latto

Rep Number:
000242934

Status:
Current

First Advice:
1995

Disciplinary action:
No action

Most Recent Role:
2016-08-12 onwards

Location:
Sydney, , NSW, 0

Licensee
Name:

Number:
000234665

ABN:
35 002 976 294

Controlled By:

Appointed By
Name:
Charter Financial Planning Limited

Licence Number:
000234665

ABN:
35 002 976 294

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Superannuation

Qualifications
Financial Planning Association of Australia
Introduction to Financial Planning
Financial Planning Association of Australia
Investment Planning Fundamentals
Financial Planning Association of Australia
Retirement Planning
Financial Planning Association of Australia
Risk Management and Insurance Planning
Financial Planning Association of Australia
Taxation Planning

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