Dallas Ludeman Financial Planner Report

Name:
Dallas Leigh Ludeman

Rep Number:
000249792

Status:
Current

First Advice:
1998

Disciplinary action:
No action

Most Recent Role:
2004-01-01 onwards

Location:
Warrnambool, , VIC, 0

ABN:
92 072 670 290

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
Deakin University
Bachelor of Business (Accounting)
Financial Planning Assocation of Australia (FPA)
Diploma of Financial Planning

Memberships
CFP Certified Financial Planner (FPA)
CFP � Certified Financial Planner (FPA)
SSA � SMSF Specialist Accreditation (SPAA)