Malcolm Frost Financial Planner Report

Name:
Malcolm Geoffrey Charles Frost

Rep Number:
000275560

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2014-11-10 onwards

Location:
Yeronga, , QLD, 0

Licensee
Name:

Number:
000409361

ABN:
89 125 557 002

Controlled By:

Appointed By
Name:
Merit Wealth Pty Ltd

Licence Number:
000409361

ABN:
89 125 557 002

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
Fi360 Global Fiduciary Insights
Accredited Investment Fiduciary
Integratec
Advanced Diploma of Financial Services (Financial Planning)
Integratec
Diploma of Financial Services (Financial Planning)
Kaplan
Margin Lending and Geared Investments
Pinnacle Financial Services Academy
Specialist Knowledge Self Managed Superannuation Funds