Basil Palassis Financial Planner Report

Name:
Basil Michael Palassis

Rep Number:
000274603

Status:
Current

First Advice:
2004

Disciplinary action:
No action

Most Recent Role:
2015-03-16 onwards

Licensee
Name:

Number:
000326450

ABN:
59 130 288 578

Controlled By:

Appointed By
Name:
Wealthsure Financial Services Pty Ltd

Licence Number:
000326450

ABN:
59 130 288 578

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
University of Western Australia
Bachelor of Commerce Degree
Institute of Chartered Accountants Australia
Chartered Accountant Professional Year Program
Financial Planning Association
DFP 8
Financial Planning Association
PKE
Kaplan
Self Managed Superannuation Funds

Memberships
Chartered Accountants Australia and New Zealand (CA)
SMSF Association