Jeannette Josephs Financial Planner Report

Name:
Jeannette Elisabeth Josephs

Rep Number:
000297751

Status:
Current

First Advice:
2005

Disciplinary action:
No action

Most Recent Role:
2012-10-02 onwards

Location:
Lismore, , NSW, 0

Licensee
Name:

Number:
000234951

ABN:
11 074 608 558

Controlled By:

Appointed By
Name:
Biztax Services Pty Ltd

Licence Number:
000428913

ABN:
98 100 038 828

May advise on following product areas:
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan
ASX Securities
Southern Cross University
Bachelor of Business (Majoring in Accounting)
Kaplan
Risk Management
Terra Cordis
Self Managed Super Fund Course
Finsia
Superannuation and Retirement Planning

Memberships
CPA Australia (CPA)
SMSF Association