Sarah Thorburn Financial Planner Report

Name:
Sarah Catharine Thorburn

Rep Number:
000247399

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2010-07-01 onwards

Location:
Melbourne, , VIC, 0

Licensee
Name:

Number:
000345313

Appointed By
Name:
Bongiorno Wealth Management Pty Ltd

Licence Number:
000345313

May advise on following product areas:
Non-basic Deposit Products
Derivatives
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 Melbourne
Bachelor of Commerce
CPA Australia
CPA Program
Kaplan Professional Education
Certificate IV in Finance & Mortgage Broking
FPA
Introduction to Financial Planning, Risk Management and Insurance Planning
CCH Learning (formerly Australian Institute of Financial Studies)
Superannuation & Retirement Planning, Investment Planning I

Memberships
Financial Planning Association of Australia (FPA)
Institute of Public Accountants (IPA)