Thomas Potter Financial Planner Report

Name:
Thomas William Potter

Rep Number:
000247928

Status:
Current

First Advice:
1984

Disciplinary action:
No action

Most Recent Role:
2004-01-01 onwards

Location:
Subiaco, , WA, 0

Licensee
Name:

Number:
000232705

ABN:
77 003 323 055

Controlled By:

Appointed By
Name:
Hillross Financial Services Limited

Licence Number:
000232705

ABN:
77 003 323 055

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
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Superannuation

Qualifications
Central Institute of Technology
Certificate IV Financial Services (Finance/Mortgage Broking)
Financial Planning Association (FPA)
Diploma of Financial Planning
AMP Limited
Diploma of Financial Services (Financial Planning)

Memberships
CFP - Certified Financial Planner (FPA)
Financial Planning Association of Australia (FPA)