Alan Slack Financial Planner Report

Name:
Alan Charles Slack

Rep Number:
000249730

Status:
Current

First Advice:
1990

Disciplinary action:
No action

Most Recent Role:
2008-12-08 onwards

Location:
Gymea, Sydney, NSW, 2227

Licensee
Name:

Number:
000234665

ABN:
35 002 976 294

Controlled By:

Appointed By
Name:
Charter Financial Planning Limited

Licence Number:
000234665

ABN:
35 002 976 294

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
ipac Securities Ltd
Advanced Diploma of Financial Planning
Mortgage & Finance Association of Australia (MFAA)
Certificate IV Financial Services (Finance/Mortgage Broking)

Memberships
AFP - Financial Planner (FPA)
Financial Planning Association of Australia (FPA)