Kaylee Garden Financial Planner Report

Name:
Kaylee Ailsa Garden

Rep Number:
000328656

Status:
Current

First Advice:
2008

Disciplinary action:
No action

Most Recent Role:
2015-02-13 onwards

Location:
Caloundra, South Eastern, QLD, 4551

Licensee
Name:

Number:
000307379

ABN:
13 122 381 908

Controlled By:

Appointed By
Name:
Patron Financial Services Pty Ltd

Licence Number:
000307379

ABN:
13 122 381 908

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
The University of Southern Queensland
Bachelor of Commerce
Kaplan
Diploma of Financial Services (Financial Planning)
Finsia
Graduate Diploma of Applied Finance & Investment
Kaplan
Margin Lending and Geared Investments
Financial Essentials
SMSF Adviser Education Program

Memberships
Financial Planning Association of Australia (FPA)