Catherine Ocysek Financial Planner Report

Name:
Catherine Juliet Ocysek

Rep Number:
000298002

Status:
Current

First Advice:
2005

Disciplinary action:
No action

Most Recent Role:
2016-03-24 onwards

Licensee
Name:

Number:
000449221

ABN:
93 161 647 007

Controlled By:

Appointed By
Name:
Umbrella Alliance Pty Ltd

Licence Number:
000405226

ABN:
45 150 494 349

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
Superannuation

Qualifications
Kaplan
Certificate IV in Risk Management
General
Commissioner for Declarations - Queensland Government, Department of Justice and Attorney
Tribeca
Diploma of Financial Services (Financial Planning)

Memberships
Association of Financial Advisers (AFA)