Joshua Drake Financial Planner Report

Name:
Joshua Edward Drake

Rep Number:
000245906

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2003-12-01 onwards

Location:
Warabrook, , NSW, 0

Licensee
Name:

Number:
000240687

ABN:
48 009 189 495

Controlled By:

Appointed By
Name:
Securitor Financial Group Ltd

Licence Number:
000240687

ABN:
48 009 189 495

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
University of Newcastle
Bachelor of Commerce
CPA Australia
CPA Public Practice Certificate
Financial Planning Association of Australia
Certified Financial Planner
Financial Planning Association of Australia
Diploma of Financial Planning

Memberships
CPA Australia (CPA)
Financial Planning Association of Australia (FPA)