Beth Casey Financial Planner Report
Disciplinary action:
No action
Most Recent Role:
2015-03-01 onwards
Name:
Number:
000326450
ABN:
59 130 288 578
Controlled By:
Name:
Wealthsure Financial Services Pty Ltd
Licence Number:
000326450
ABN:
59 130 288 578
May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation
LPAC Online Pty Ltd
ASX Listed Products Accreditation Course (LPAC)
Kaplan
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
Diploma of Financial Services (Financial Planning)
Kaplan
Margin Lending & Geared Investments
Kaplan
Self Managed Superannuation Funds