Kate Edgar Financial Planner Report

Name:
Kate Edgar

Rep Number:
000378332

Status:
Current

First Advice:
2010

Disciplinary action:
No action

Most Recent Role:
2012-07-30 onwards

Location:
Adelaide, , SA, 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
Training Management Australia Pty Ltd
Diploma of Financial Services

Memberships
Australian and New Zealand Institute of Insurance and Finance (ANZIIF)