George Dermentzis Financial Planner Report

Name:
George Dermentzis

Rep Number:
000291578

Status:
Current

First Advice:
2005

Disciplinary action:
No action

Most Recent Role:
2014-08-06 onwards

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
AXA
AXA FAN SMSF Accreditation Course
The University of Melbourne
Bachelor of Commerce
Chartered Accountants Australia & New Zealand
Chartered Accountant
Financial Planning Association of Australia
Diploma of Financial Planning
AXA
Direct Shares Course

Memberships
Chartered Accountants Australia and New Zealand (CA)