Janet Wilmot Financial Planner Report

Name:
Janet Ruth Wilmot

Rep Number:
000250933

Status:
Current

First Advice:
1993

Disciplinary action:
No action

Most Recent Role:
2005-11-08 onwards

ABN:
58 346 225 486

Licensee
Name:

Number:
000229892

ABN:
23 065 921 735

Controlled By:

Appointed By
Name:
Lifespan Financial Planning Pty Ltd

Licence Number:
000229892

ABN:
23 065 921 735

May advise on following product areas:
Non-basic Deposit Products
FHSA Issued non ADI
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Queensland University of Technology
Bachelor of Business (Accountancey)
FPA
Diploma of Financial Planning

Memberships
CPA Australia (CPA)
Certified Financial Planner
Financial Planning Association of Australia (FPA)