Marlene Zwarts Financial Planner Report

Name:
Marlene Zwarts

Rep Number:
000336272

Status:
Current

First Advice:
2009

Disciplinary action:
No action

Most Recent Role:
2017-06-13 onwards

Licensee
Name:

Number:
000230692

ABN:
96 002 071 749

Controlled By:

Appointed By
Name:
Gwm Adviser Services Limited

Licence Number:
000230692

ABN:
96 002 071 749

May advise on following product areas:
Non-basic Deposit Products
Non-Cash 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
Melbourne Polytechnic
Advanced Diploma of Business (Accounting)
Kaplan
Advanced Diploma of Financial Planning
Kaplan Professional
Diploma of Finance and Mortgage Broking Management
Kaplan Professional
Diploma of Financial Services (Financial Planning)
Kaplan
Margin Lending and Geared Investments

Memberships
Financial Planning Association of Australia (FPA)