Alison Elliott Financial Planner Report

Name:
Alison Elliott

Rep Number:
000328778

Status:
Current

First Advice:
2014

Disciplinary action:
No action

Most Recent Role:
2013-11-01 onwards

Location:
Richmond, Melbourne, VIC, 3121

Licensee
Name:

Number:
000231138

ABN:
70 006 646 108

Controlled By:

Appointed By
Name:
Financial Wisdom Limited

Licence Number:
000231138

ABN:
70 006 646 108

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
Integrity Education Pty Ltd
Diploma of Financial Planning
Melbourne University
Graduate Diploma of Education

Memberships
Association of Financial Advisers (AFA)