Peter Willis Financial Planner Report

Name:
Peter Drew Willis

Rep Number:
000304198

Status:
Current

First Advice:
2007

Disciplinary action:
No action

Most Recent Role:
2008-06-13 onwards

Licensee
Name:

Number:
000239052

ABN:
69 008 896 311

Controlled By:

Appointed By
Name:
Patersons Securities Limited

Licence Number:
000239052

ABN:
69 008 896 311

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Managed Investment Schemes, excluding IDPS
Securities
Superannuation

Qualifications
KAPLAN
Diploma of Financial Planning
KAPLAN
Managed Investments - Knowledge and Skills
Stockbrokers Association of Australia
Margin Lending
The Securities Institute of Australia
PS146 Compliance (Securities)
KAPLAN
Superannuation