Michelle Baumanis Financial Planner Report

Name:
Michelle Baumanis

Rep Number:
000255313

Status:
Current

First Advice:
2004

Disciplinary action:
No action

Most Recent Role:
2015-03-01 onwards

Licensee
Name:

Number:
000326450

ABN:
59 130 288 578

Controlled By:

Appointed By
Name:
Wealthsure Financial Services Pty Ltd

Licence Number:
000326450

ABN:
59 130 288 578

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
AAMC
Diploma of Finance and Mortgage Broking Management
Kaplan
Diploma of Financial Planning

Memberships
Mortgage & Finance Association of Australia (MFAA)