Marguerite Arendtsz Financial Planner Report

Name:
Marguerite Arendtsz

Rep Number:
000250840

Status:
Current

First Advice:
1996

Disciplinary action:
No action

Most Recent Role:
2013-04-22 onwards

Location:
Melbourne, , VIC, 0

Licensee
Name:

Number:
000357306

ABN:
54 139 889 535

Controlled By:

Appointed 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

Qualifications
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

Memberships
Financial Planning Association of Australia (FPA)