Michael evans Financial Planner Report

Name:
Michael Rees-evans

Rep Number:
000247793

Status:
Current

First Advice:
2002

Disciplinary action:
No action

Most Recent Role:
2012-07-24 onwards

Licensee
Name:

Number:
000422763

ABN:
95 158 537 949

Controlled By:

Appointed By
Name:
Libertas Wealth Consulting Pty Ltd

Licence Number:
000422763

ABN:
95 158 537 949

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
ASX and Savings Factory
ASX Listed Product Accreditation Course
The Tax Institute
Advanced Tax CTA2
Financial Planning Association
CFP Education Programme
Kaplan Professional
Margin Lending and Geared Investments
Tribeca (now Kaplan)
Self Managed Super Funds

Memberships
Financial Planning Association of Australia (FPA)
Independent Financial Advisers Association of Australia (IFAAA)
SMSF Association
The Tax Institute