Marlen Liberman Financial Planner Report

Name:
Marlen Liberman

Rep Number:
000427778

Status:
Current

First Advice:
2006

Disciplinary action:
No action

Most Recent Role:
2016-10-10 onwards

Licensee
Name:

Number:
000233714

ABN:
33 007 457 141

Controlled By:

Appointed By
Name:
Westpac Banking Corporation

Licence Number:
000233714

ABN:
33 007 457 141

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
Financial Planning Association (FPA)
Advanced Diploma of Financial Services (Financial Planning)
University of Western Sydney (UWS)
Bachelor of Commerce
Financial Planning Association (FPA)
Diploma of Financial Services (Financial Planning)
Financial Planning Association (FPA)
Masters of Commerce
Kaplan
SMSF

Memberships
Association of Financial Advisers (AFA)
Financial Planning Association of Australia (FPA)