Penelope Tilley Financial Planner Report

Name:
Penelope Jane Tilley

Rep Number:
000248819

Status:
Current

First Advice:
2002

Disciplinary action:
No action

Most Recent Role:
2013-09-05 onwards

Licensee
Name:

Number:
000345744

ABN:
28 142 107 015

Controlled By:

Appointed By
Name:
The Trustee For Vantage Wealth Management Unit Trust

Licence Number:
000337994

ABN:
80 325 416 917

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
Securities
Superannuation

Qualifications
Curtin University
Bachelor of Commerce (Economics and Finance)
Financial Planning Association
Certified Financial Planner

Memberships
Financial Planning Association of Australia (FPA)