Justin Sherlock Financial Planner Report

Name:
Justin Sherlock

Rep Number:
000258321

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2012-03-19 onwards

Licensee
Name:

Number:
000331367

ABN:
89 133 593 012

Controlled By:

Appointed By
Name:
Clearview Financial Advice Pty Ltd

Licence Number:
000331367

ABN:
89 133 593 012

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
Margin Lending and Geared Investments
Tribeca
RG146 Training Course - Entry Level Competencies, Risk management
Tribeca
RG146 Training Course - Investment Planning 1 , Superannuation & Retirement Planning
Tribeca
RG146 Training Course - Taxation Planning

Memberships
Financial Planning Association of Australia (FPA)