Kasey Carr Financial Planner Report

Name:
Kasey Maree Carr

Rep Number:
000318033

Status:
Current

First Advice:
2007

Disciplinary action:
No action

Most Recent Role:
2012-03-01 onwards

Licensee
Name:

Number:
000234459

ABN:
26 098 725 145

Controlled By:

Appointed By
Name:
Australian Unity Personal Financial Services Ltd

Licence Number:
000234459

ABN:
26 098 725 145

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan
ASX ALPA Program
Kaplan
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
Diploma of Financial Services
Kaplan
Margin Lending and Geared Investments
Kaplan
Self Managed Superannuation Funds