Joan coleman Financial Planner Report

Name:
Joan Berkery-coleman

Rep Number:
000322370

Status:
Current

First Advice:
2008

Disciplinary action:
No action

Most Recent Role:
2016-10-06 onwards

Licensee
Name:

Number:
000233714

ABN:
33 007 457 141

Controlled By:

Appointed By
Name:
Westpac Banking Corporation

Licence Number:
000233714

ABN:
33 007 457 141

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
Kaplan Professional
Advanced Diploma of Financial Services (Financial Planning)
University of Melbourne
Bachelor of Commerce
Tribeca
Diploma of Financial Services (Financial Planning)
Monash University
Graduate Diploma in Banking and Finance
University of Melbourne
Master of Applied Finance

Memberships
CFP - Certified Financial Planner (FPA)
Fellow of Finsia (FINSIA)
Financial Planning Association of Australia (FPA)
Finsia - Financial Services Institute of Australia