Byron felton Financial Planner Report

Name:
Byron Patrick Ortiz-felton

Rep Number:
000385510

Status:
Current

First Advice:
2010

Disciplinary action:
No action

Most Recent Role:
2012-02-27 onwards

Location:
Revesby, Sydney, NSW, 2212

Licensee
Name:

Number:
000323825

ABN:
93 128 650 037

Appointed By
Name:
Yellow Brick Road Wealth Management Pty Limited

Licence Number:
000323825

ABN:
93 128 650 037

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
TAFE
Associate Diploma of Business Accounting
International Institute of Technology
Diploma of Financial Planning

Memberships
Institute of Public Accountants (IPA)