Vaughan Liddelow Financial Planner Report

Name:
Vaughan Liddelow

Rep Number:
000253462

Status:
Current

First Advice:
2004

Disciplinary action:
No action

Most Recent Role:
2011-02-17 onwards

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
Murdoch University
Diploma in Accounting
Kaplan
Margin Lending and Geared Investments
SPAA
SMSF Specialist Advisor

Memberships
CPA Australia (CPA)
SMSF Association