Malcolm Urquhart Financial Planner Report

Name:
Malcolm Cameron Urquhart

Rep Number:
000267020

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2006-08-10 onwards

Location:
Griffith, , NSW, 0

ABN:
45 534 912 482

Licensee
Name:

Number:
000303051

ABN:
95 119 848 672

Appointed By
Name:
Urquhart Sexton Financial Planning Pty Ltd

Licence Number:
000303051

ABN:
95 119 848 672

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Financial Planning Association
Certified Financial Planner
Financial Planning Association
Diploma in Financial Planning
Financial Essentials
Securitor SMSF Adviser Education Program

Memberships
Financial Planning Association of Australia (FPA)