Lesley Duncan Financial Planner Report

Name:
Lesley Dana Duncan

Rep Number:
000250316

Status:
Current

First Advice:
2002

Disciplinary action:
No action

Most Recent Role:
2007-03-09 onwards

Location:
Geelong, , VIC, 0

ABN:
24 355 471 586

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
Deakin University
Bachelor of Commerce

Memberships
CFP - Certified Financial Planner (FPA)
CPA Australia (CPA)
Fellow of Institute of Public Accountants (FIPA)