John Finnegan Financial Planner Report

Name:
John Felix Finnegan

Rep Number:
000250523

Status:
Current

First Advice:
2004

Disciplinary action:
No action

Most Recent Role:
2015-07-24 onwards

Location:
Preston, , VIC, 0

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
Superannuation

Qualifications
integratec
Managed Investments
iit
Principles of Advanced Estate Planning (PAEP)
integratec
Risk Management
integratec
Superannuation and Retirement Planning