Ed Leuenberger Financial Planner Report

Name:
Ed Leuenberger

Rep Number:
000247610

Status:
Current

First Advice:
1969

Disciplinary action:
No action

Most Recent Role:
2011-02-19 onwards

Location:
Mascot, , NSW, 0

Licensee
Name:

Number:
000238256

ABN:
45 087 470 200

Controlled By:

Appointed By
Name:
Matrix Planning Solutions Limited

Licence Number:
000238256

ABN:
45 087 470 200

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
Retirement Savings Account Products
Superannuation

Qualifications
AMP Financial Services
Financial Services Competencies Program - Managed Investment Component
Financial Planning Association of Australia
RG146 Training Course - DFP1 Introduction to Financial Planning
Financial Planning Association of Australia
RG146 Training Course - DFP2 Risk Management & Insurance Planning
Kaplan Professional Education
RG146 Training Course - Superannuation and Retirement Planning