Sally Portley Financial Planner Report

Name:
Sally Lea Portley

Rep Number:
000245147

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2013-04-25 onwards

Licensee
Name:

Number:
000234951

ABN:
11 074 608 558

Controlled By:

Appointed By
Name:
Peak Partnership Wealth Design Solutions Pty Ltd

Licence Number:
000415154

ABN:
84 010 159 556

May advise on following product areas:
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Superannuation

Qualifications
Queensland Institute of Technology
Bachelor of Business (Accounting)
FPA
Certified Financial Planner
The Institute of Chartered Accountants
Chartered Accountant - Financial Planning Specialist
FPA
Diploma of Financial Planning

Memberships
Financial Planning Association of Australia (FPA)