James Penner Financial Planner Report

Name:
James Michael Penner

Rep Number:
000245133

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2014-11-01 onwards

Location:
Indooroopilly, , QLD, 0

Licensee
Name:

Number:
000464628

ABN:
61 009 883 292

Appointed By
Name:
P3 Financial Planning Pty Ltd

Licence Number:
000464628

ABN:
61 009 883 292

May advise on following product areas:
Non-basic Deposit Products
FHSA Issued non ADI
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Products - Consumer Credit Insurance Only
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Miscellaneous Financial Investment Products - MDA Services
Retirement Savings Account Products
Securities
Superannuation

Qualifications
ASX
ASX Listed Products
University of Manitoba Canada
B.Comm (Hon)
FPA
Certified Financial Planner
Deakin University
Diploma of Financial Planning
TAL
Tower Self Managed Super

Memberships
Financial Planning Association of Australia (FPA)