Richie Sorensen Financial Planner Report

Name:
Richie Sorensen

Rep Number:
000423727

Status:
Current

First Advice:
2012

Disciplinary action:
No action

Most Recent Role:
2015-11-30 onwards

Licensee
Name:

Number:
000243253

ABN:
88 090 684 521

Controlled By:

Appointed By
Name:
Findex Advice Services Pty Ltd

Licence Number:
000243253

ABN:
88 090 684 521

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
MDA Services
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan Professional
Advanced Diploma of Financial Planning
University of Western Sydney
Bachelor of Commerce
Pinnacle Financial Services Academy Pty Ltd
Diploma of Financial Services (Financial Planning)