Clae Molloy Financial Planner Report

Name:
Clae Molloy

Rep Number:
000252859

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2004-01-19 onwards

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
Derivatives
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
Tribeca
FNB60402 - Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
FNS40804 - Certificate IV in Financial Services (Finance/Mortgage Broking)
Kaplan Professional Education
Margin Lending and Geared Investments
Kaplan Professional Education
Self Managed Superannuation Funds

Memberships
Financial Planning Association of Australia (FPA)