Marguerite Arendtsz Financial Planner Report
Name:
Marguerite Arendtsz
Disciplinary action:
No action
Most Recent Role:
2013-04-22 onwards
Name:
Number:
000357306
ABN:
54 139 889 535
Controlled By:
Name:
Fortnum Private Wealth Ltd
Licence Number:
000357306
ABN:
54 139 889 535
May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation
Kaplan
ASX Accredited Listed Products Adviser (ALPA) Program
FPA
Diploma of Financial Planning (DFP 1-8)
Kaplan
Margin Lending and Geared Investments
Monash University
Master of Business (Banking and Finance)
Integratec
Self Managed Super Funds accreditation
Financial Planning Association of Australia (FPA)