Diane Emery Financial Planner Report

Name:
Diane Carol Emery

Rep Number:
000404057

Status:
Current

First Advice:
2011

Disciplinary action:
No action

Most Recent Role:
2011-05-02 onwards

Location:
Newstead, , QLD, 0

Licensee
Name:

Number:
000230692

ABN:
96 002 071 749

Controlled By:

Appointed By
Name:
Gwm Adviser Services Limited

Licence Number:
000230692

ABN:
96 002 071 749

May advise on following product areas:
Non-basic Deposit Products
Non-Cash Deposit Products
Derivatives
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
Advanced Diploma - Business
Deakin University
Advanced Diploma - Financial Planning
University of Sunshine Coast
Masters Degree - Financial Planning

Memberships
Institute of Public Accountants (IPA)
SMSF Association