Denis Owens Financial Planner Report

Name:
Denis Francis Owens

Rep Number:
000278004

Status:
Current

First Advice:
1994

Disciplinary action:
No action

Most Recent Role:
2008-04-01 onwards

Licensee
Name:

Number:
000309996

ABN:
22 122 230 835

Controlled By:

Appointed By
Name:
Insight Investment Services Pty Ltd

Licence Number:
000309996

ABN:
22 122 230 835

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
Tribeca
Advanced Diploma of Financial Services (Financial Planning)
Integratec
Diploma of Financial Services (Financial Planning)
Kaplan Professional
Margin Lending and Geard Investments

Memberships
Association of Financial Advisers (AFA)
Association of Independently Owned Financial Professionals (AIOFP)
Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)