Dirk Werner Financial Planner Report

Name:
Dirk Werner

Rep Number:
000245308

Status:
Current

First Advice:
2001

Disciplinary action:
No action

Most Recent Role:
2015-05-06 onwards

Location:
Mornington, Melbourne, VIC, 3931

Licensee
Name:

Number:
000246934

ABN:
76 006 637 225

Controlled By:

Appointed By
Name:
Lonsdale Financial Group Limited

Licence Number:
000246934

ABN:
76 006 637 225

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
FPA
Certified Financial Planner
RMIT
Master of Financial Planning
SMSF Association
SMSF Specialist Advisor

Memberships
Financial Planning Association of Australia (FPA)
SMSF Association