Marcel Leon Financial Planner Report

Name:
Marcel Gerard De Leon

Rep Number:
000244783

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2017-01-27 onwards

Licensee
Name:

Number:
000234459

ABN:
26 098 725 145

Controlled By:

Appointed By
Name:
Australian Unity Personal Financial Services Ltd

Licence Number:
000234459

ABN:
26 098 725 145

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
Superannuation

Qualifications
Kaplan
Diploma of Financial Planning
Kaplan
Self Managed Superannuation Funds