Jodi nealy Financial Planner Report

Name:
Jodi Lea Rose-nealy

Rep Number:
000290714

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2007-08-01 onwards

Licensee
Name:

Number:
000234665

ABN:
35 002 976 294

Controlled By:

Appointed By
Name:
Charter Financial Planning Limited

Licence Number:
000234665

ABN:
35 002 976 294

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
Financial Planning Association of Australia (FPA)
Diploma of Financial Planning

Memberships
CFP - Certified Financial Planner (FPA)