Warrick Affleck Financial Planner Report

Name:
Warrick Randall Affleck

Rep Number:
000250553

Status:
Current

First Advice:
1988

Disciplinary action:
No action

Most Recent Role:
2012-09-03 onwards

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
University of Wollongong
Bachelor of Commerce
Deakin University
Diploma of Financial Planning
Australian Insurance Institute
Diploma of Life Insurance

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