Iain Reid Financial Planner Report

Name:
Iain Scott Merson Reid

Rep Number:
000257589

Status:
Current

First Advice:
2007

Disciplinary action:
No action

Most Recent Role:
2016-11-01 onwards

Location:
Sydney, , NSW, 0

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
University of New South Wales
Bachelor of Commerce (Finance)
Financial Planning Association (FPA)
Diploma of Financial Planning

Memberships
CFP - Certified Financial Planner (FPA)
Financial Planning Association of Australia (FPA)