Shonel Vuletich Financial Planner Report

Name:
Shonel Louise Vuletich

Rep Number:
000341710

Status:
Current

First Advice:
2011

Disciplinary action:
No action

Most Recent Role:
2015-08-19 onwards

ABN:
98 676 722 310

Licensee
Name:

Number:
000243313

ABN:
33 007 207 650

Appointed By
Name:
Synchronised Business Services Pty Ltd

Licence Number:
000243313

ABN:
33 007 207 650

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
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
Advanced Self Managed Superannuation Funds Workshop
Curtin University of Technology
Bachelor of Commerce (Economics and Financial Planning)
Kaplan Professional
Diploma of Financial Services (Financial Planning)
Kaplan
Margin Lending and Geared Investments

Memberships
Association of Financial Advisers (AFA)