Chantal Rosser Financial Planner Report

Name:
Chantal Rosser

Rep Number:
000339843

Status:
Current

First Advice:
2009

Disciplinary action:
No action

Most Recent Role:
2017-03-06 onwards

Licensee
Name:

Number:
000227675

ABN:
46 050 199 338

Controlled By:

Appointed By
Name:
Beulah Private Clients Pty Ltd

Licence Number:
000227675

ABN:
46 050 199 338

May advise on following product areas:
Non-basic Deposit Products
Non-Cash 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
Deakin University
Bachelor of Commerce

Memberships
Association of Independently Owned Financial Professionals (AIOFP)
Financial Planning Association of Australia (FPA)