Anthony Pearson Financial Planner Report

Name:
Anthony James Pearson

Rep Number:
000250031

Status:
Current

First Advice:
2001

Disciplinary action:
No action

Most Recent Role:
2004-01-01 onwards

Location:
Maroochydore, South Eastern, QLD, 4558

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
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Integratec (Australia) Pty Ltd
Advanced Diploma of Financial Services (Financial Planning)
AAMC Training Group
Diploma of Financial Services (Finance/Mortgage Broking Management)

Memberships
CFP - Certified Financial Planner (FPA)
Financial Planning Association of Australia (FPA)