Penelope Easter Financial Planner Report

Name:
Penelope Elizabeth Easter

Rep Number:
000298255

Status:
Current

First Advice:
1996

Disciplinary action:
No action

Most Recent Role:
2013-05-03 onwards

Location:
Merewether, Hunter Valley, NSW, 2291

Licensee
Name:

Number:
000246934

ABN:
76 006 637 225

Controlled By:

Appointed By
Name:
Merewether Financial Planning Pty Ltd

Licence Number:
000438384

ABN:
23 162 171 146

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
Own Managed Investment Scheme Only
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan Professional Education
ASX Accredited Listed Products Adviser (ALPA) Program
Deakin University/ Financial Planning Association
Diploma In Financial Planning
Securities Institute of Australia
Diploma in Financial Markets
Cavendish & The University of Adelaide
Specialist SMSF Accreditation Course

Memberships
Financial Planning Association of Australia (FPA)