Jacqueline Tulloch Financial Planner Report

Name:
Jacqueline Tulloch

Rep Number:
000400679

Status:
Current

First Advice:
2004

Disciplinary action:
No action

Most Recent Role:
2015-11-26 onwards

Licensee

Appointed By
Name:
Australia And New Zealand Banking Group Limited

Licence Number:
000234527

ABN:
11 005 357 522

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Miscellaneous Financial Investment Products
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Integratec (Aust) Pty Ltd
Advanced Diploma of Financial Services (Financial Planning)
Monash University
Bachelor of Commerce
Monash University
Bachelor of Economics
Financial Planning Association of Australia (FPA)
Certified Financial Planner (CFP)
Self Managed Super Fund Association
SMSF Specialist Advisor

Memberships
Financial Planning Association of Australia (FPA)
SMSF Association