Alan Willi Financial Planner Report

Name:
Alan Willi

Rep Number:
000263277

Status:
Current

First Advice:
1975

Disciplinary action:
No action

Most Recent Role:
2016-03-12 onwards

Licensee
Name:

Number:
000246638

ABN:
14 076 093 680

Controlled By:

Appointed By
Name:
Interprac Financial Planning Pty Ltd

Licence Number:
000246638

ABN:
14 076 093 680

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
Pinnacle
DFP Diploma RG 146
National Insurance Brokers Association (NIBA)
Diploma of Financial Services (Financial Planning)

Memberships
Association of Independently Owned Financial Professionals (AIOFP)
Financial Planning Association of Australia (FPA)