Steven Fort Financial Planner Report

Name:
Steven Gordon Fort

Rep Number:
000248356

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2004-01-01 onwards

ABN:
64 622 783 306

Licensee
Name:

Number:
000232706

ABN:
89 051 208 327

Controlled By:

Appointed By
Name:
AMP Financial Planning Pty Limited

Licence Number:
000232706

ABN:
89 051 208 327

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
Tribeca
Certificate IV Financial Services (Finance/Mortgage Broking)
Financial Planning Assocation of Australia (FPA)
Diploma of Financial Planning

Memberships
CFP - Certified Financial Planner (FPA)
FBAA - Finance Brokers Association of Australia