Barbara Evans Financial Planner Report

Name:
Barbara Edwina Jocelyn Evans

Rep Number:
000291889

Status:
Current

First Advice:
2005

Disciplinary action:
No action

Most Recent Role:
2005-08-22 onwards

Location:
Shepparton, , VIC, 0

Licensee
Name:

Number:
000231138

ABN:
70 006 646 108

Controlled By:

Appointed By
Name:
Financial Wisdom Limited

Licence Number:
000231138

ABN:
70 006 646 108

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
La Trobe University
Diploma in Business Accounting
Kaplan Professional (formerly Tribeca)
Diploma of Financial Services (Financial Planning)
Deakin University
Graduate Certificate of Business Administration
Chartered Accountants Australia New Zealand
Professional Year

Memberships
Chartered Accountants Australia and New Zealand (CA)
SMSF Association - SMSF Specialist Advisor (SSA)