Brian Willett Financial Planner Report

Name:
Brian Martin Willett

Rep Number:
000301493

Status:
Current

First Advice:
2005

Disciplinary action:
No action

Most Recent Role:
2014-07-09 onwards

Location:
Sutherland, Sydney, NSW, 2232

Licensee
Name:

Number:
000246934

ABN:
76 006 637 225

Controlled By:

Appointed By
Name:
Lonsdale Financial Group Limited

Licence Number:
000246934

ABN:
76 006 637 225

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Securities Institute of Australia
Graduate Diploma of Financial Planning
Kaplan Professional Education
Self Managed Superannuation Funds

Memberships
Financial Planning Association of Australia (FPA)