Richard Petrusma Financial Planner Report

Name:
Richard John Petrusma

Rep Number:
000278638

Status:
Current

First Advice:
1994

Disciplinary action:
No action

Most Recent Role:
2014-10-31 onwards

Location:
Claremont, , WA, 0

Licensee
Name:

Number:
000307248

ABN:
87 112 139 321

Controlled By:

Appointed By
Name:
Dover Financial Advisers Pty Ltd

Licence Number:
000307248

ABN:
87 112 139 321

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
Alpha Structured Investments Pty Ltd
ASX Listed Products Accreditation Course (LPAC)
Financial Planning Association of Australia Limited
Diploma of Financial Planning

Memberships
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)