Brian Pert Financial Planner Report

Name:
Brian David Pert

Rep Number:
000246104

Status:
Current

First Advice:
1996

Disciplinary action:
No action

Most Recent Role:
2007-02-01 onwards

Location:
Southport, South Eastern, QLD, 4215

Licensee
Name:

Number:
000297276

ABN:
16 108 571 875

Controlled By:

Appointed By
Name:
Paragem Pty Limited

Licence Number:
000297276

ABN:
16 108 571 875

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
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
University of Abertay
Bachelor of Applied Economics
Financial Planning Association
Certified Financial Planner
RMIT
Diploma of Financial Planning

Memberships
Financial Planning Association of Australia (FPA)