Michael Safar Financial Planner Report

Name:
Michael Safar

Rep Number:
000337706

Status:
Current

First Advice:
2009

Disciplinary action:
No action

Most Recent Role:
2014-04-08 onwards

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan
Advanced Self Managed Superannuation Fund Program
Kaplan
Diploma of Financial Planning
Finsia
Diploma of Financial Services (Financial Planning)
Kaplan
Self Managed Superannuation Funds
Kaplan
Taxation Fundamentals