Alan Oliver Financial Planner Report

Name:
Alan Oliver

Rep Number:
000309588

Status:
Current

First Advice:
2007

Disciplinary action:
No action

Most Recent Role:
2016-03-02 onwards

Location:
Perth, , WA, 0

Licensee
Name:

Number:
000481792

Appointed By
Name:
Alarie Pty Ltd

Licence Number:
000481792

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
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
AAMC Training Group
Certificate IV in Financial Services (Finance/Mortgage Broking)
Dover Financial Training Pty Ltd
Diploma of Financial Services FNB50104
Kaplan Professional Education
Margin Lending and Geared investment
University of South Australia
Master of Business Administration

Memberships
Australian Institute of Company Directors
CPA Australia (CPA)
Chartered Tax Adviser
Governance Institute