John Clarke Financial Planner Report

Name:
John Patrick Clarke

Rep Number:
000244739

Status:
Current

First Advice:
1997

Disciplinary action:
No action

Most Recent Role:
2011-12-14 onwards

Location:
Maroochydore, South Eastern, QLD, 4558

Licensee
Name:

Number:
000409361

ABN:
89 125 557 002

Controlled By:

Appointed By
Name:
Merit Wealth Pty Ltd

Licence Number:
000409361

ABN:
89 125 557 002

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
The University of Southern Queensland
Bachelor of Business - Accounting
Mentor Education
Insurance (DFS 2)
CPA Australia
Managed Investments
Kaplan
Margin Lending and Geared Investments
CPA Australia
Self Managed Superannuation

Memberships
CPA Australia (CPA)
Taxation Institute of Australia (TIA)