Scott Dodgshun Financial Planner Report

Name:
Scott Dodgshun

Rep Number:
000248330

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2016-03-31 onwards

Licensee
Name:

Number:
000254544

ABN:
17 005 482 726

Controlled By:

Appointed By
Name:
Perta Thomson Partners Wealth Management Pty Ltd

Licence Number:
000451368

ABN:
51 167 290 931

May advise on following product areas:
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
LPACOnline
ASX Listed Products Accreditation Course ( LPAC)
AMP Financial Services
Advanced Diploma of Financial Services (Financial Planning)
Financial Planning Association of Australia
Certified Financial Planner
Kaplan Professional Education
Margin Lending and Geared Investment
Tribeca
Self Managed Super Funds

Memberships
Financial Planning Association of Australia (CFP)