Brendan Element Financial Planner Report

Name:
Brendan Element

Rep Number:
000276440

Status:
Current

First Advice:
1996

Disciplinary action:
No action

Most Recent Role:
2015-11-02 onwards

Location:
Sydney, , NSW, 0

Licensee
Name:

Number:
000357306

ABN:
54 139 889 535

Controlled By:

Appointed By
Name:
Fortnum Private Wealth Ltd

Licence Number:
000357306

ABN:
54 139 889 535

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
Kaplan
ALPA
FPA
CFP
FPA
DFP
Kaplan
Margin Lending
Kaplan
SMSF

Memberships
Financial Planning Association of Australia (FPA)