Frank Prez Financial Planner Report

Name:
Frank Louis Prez

Rep Number:
000243437

Status:
Current

First Advice:
2004

Disciplinary action:
No action

Most Recent Role:
2007-09-05 onwards

Licensee
Name:

Number:
000309418

ABN:
32 123 354 361

Appointed By
Name:
Ascensis Wealth Pty Ltd

Licence Number:
000309418

ABN:
32 123 354 361

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
Securities
Superannuation

Qualifications
Adelaide University
Bachelor of Economics
Kaplan
Margin Lending and GFeared Investments
FPA
RG 146 Finanial Planning Managed Investments and Superannuation
Trbeca
Risk Management

Memberships
CPA Australia (CPA)
SMSF Association