Mitchell Thompson Financial Planner Report

Name:
Mitchell Jon Thompson

Rep Number:
000328655

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2012-04-23 onwards

Location:
Erina, , NSW, 0

Licensee
Name:

Number:
000331367

ABN:
89 133 593 012

Controlled By:

Appointed By
Name:
Clearview Financial Advice Pty Ltd

Licence Number:
000331367

ABN:
89 133 593 012

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
Aged Care Steps
Accredited Aged Care Professional
Tribeca Learning
Advanced Diploma of Financial Services (Financial Planning) (FNS60404)
Kaplan Professional Education
Margin Lending and Geared Investments
eFinancial Essentials/Securitor
Self Managed Superannuation Fund Adviser Education Program

Memberships
Financial Planning Association of Australia (FPA)