Adam Mondy Financial Planner Report

Name:
Adam Neal Mondy

Rep Number:
000337751

Status:
Current

First Advice:
2009

Disciplinary action:
No action

Most Recent Role:
2013-03-02 onwards

Location:
Leura, , NSW, 0

Licensee
Name:

Number:
000229892

ABN:
23 065 921 735

Controlled By:

Appointed By
Name:
Lifespan Financial Planning Pty Ltd

Licence Number:
000229892

ABN:
23 065 921 735

May advise on following product areas:
Non-basic Deposit Products
FHSA Issued non ADI
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Pinnacle
Advanced Diploma of Financial Services
Intellitgrain
Diploma of Financial Services (Finance/Mortgage Broking)
UNE
Diploma of Financial Services (Financial Planning)

Memberships
SMSF Association