Rosemary Moon Financial Planner Report

Name:
Rosemary Anne Moon

Rep Number:
000319610

Status:
Current

First Advice:
2007

Disciplinary action:
No action

Most Recent Role:
2017-03-01 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
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Aged Care Steps
Accredited Aged Care Professional
University of Qld
Bachelor of Commerce
CPA
CPA
FINSIA
Graduate Diploma of Financial Planning

Memberships
CPA Australia (CPA)