Sandra Carlsson Financial Planner Report

Name:
Sandra Carlsson

Rep Number:
000244711

Status:
Current

First Advice:
1988

Disciplinary action:
No action

Most Recent Role:
2015-11-07 onwards

Licensee
Name:

Number:
000244252

ABN:
61 094 529 987

Controlled By:

Appointed By
Name:
Millennium 3 Financial Services Pty Ltd

Licence Number:
000244252

ABN:
61 094 529 987

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
Retirement Savings Account Products
All Securities
Superannuation

Qualifications
Tower
Certificate in Applied Self Managed Super Fund Advice
FPA
Certified Financial Planner
FPA
Diploma of Financial Planning

Memberships
Chartered Tax Adviser (CTA)
Financial Planning Association of Australia (FPA)