Scott Everingham Financial Planner Report

Name:
Scott Anthony Everingham

Rep Number:
000322274

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2015-09-28 onwards

Licensee
Name:

Number:
000429718

ABN:
27 160 419 134

Appointed By
Name:
Libertas Financial Planning Pty Ltd

Licence Number:
000429718

ABN:
27 160 419 134

May advise on following product areas:
Non-basic Deposit Products
Derivatives
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
Kaplan
ASX Accredited Listed Products Adviser (ALPA) Program
operation with Deakin University
Certified Financial Planner - FPA in co
operation with Deakin University
Diploma of Financial Planning - FPA in co
Kaplan
Margin Lending and Geared Investments
Kaplan
Self Managed Superannuation Funds

Memberships
Financial Planning Association of Australia (FPA)
Tax Practitioners Board