Rebecca Lloyd Financial Planner Report
Disciplinary action:
No action
Most Recent Role:
2016-03-01 onwards
Name:
Number:
000231139
ABN:
65 003 900 169
Controlled By:
Name:
Commonwealth Financial Planning Limited
Licence Number:
000231139
ABN:
65 003 900 169
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
University of Western Sydney
Bachelor of Applied Science
University of Western Sydney
Bachelor of Commerce
Kaplan Professional
Diploma of Financial Services (Financial Planning)
Kaplan Professional
Master of Applied Finance (Financial Planning)
Financial Planning Association of Australia (FPA)