Carol pitt Financial Planner Report

Name:
Carol Mcrae-pitt

Rep Number:
000426862

Status:
Current

First Advice:
2001

Disciplinary action:
No action

Most Recent Role:
2014-08-13 onwards

Licensee
Name:

Number:
000331367

ABN:
89 133 593 012

Controlled By:

Appointed By
Name:
Clearview Financial Advice Pty Ltd

Licence Number:
000331367

ABN:
89 133 593 012

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Edith Cowan University
Bachelor of Business - Major in Finance
Financial Planning Association of Australia
Certified Financial Planner (CFP) Program
Financial Planning Association of Australia
Diploma of Financial Planning
Kaplan Professional Education
Self Managed Superannuation Funds

Memberships
Financial Planning Association of Australia (FPA)