Catherine Daly Financial Planner Report

Name:
Catherine Daly

Rep Number:
000252845

Status:
Current

First Advice:
2004

Disciplinary action:
No action

Most Recent Role:
2004-01-19 onwards

Location:
Charlestown, , NSW, 0

Licensee
Name:

Number:
000238256

ABN:
45 087 470 200

Controlled By:

Appointed By
Name:
Matrix Planning Solutions Limited

Licence Number:
000238256

ABN:
45 087 470 200

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
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan Professional Education
FNS40811 - Certificate IV in Finance and Mortgage Broking
Tribeca
FNS60404 - Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
Margin Lending and Geared Investments

Memberships
Financial Planning Association of Australia (FPA)