Graham Oates Financial Planner Report

Name:
Graham Harold Oates

Rep Number:
000259230

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2011-08-01 onwards

Location:
Bunbury, , WA, 0

Licensee
Name:

Number:
000405897

Appointed By
Name:
Horizon Investment Solutions Pty Ltd

Licence Number:
000405897

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
Curtin University of Technology
Bachelor of Commerce Accounting