Michele Purvis Financial Planner Report

Name:
Michele Purvis

Rep Number:
000440807

Status:
Current

First Advice:
2013

Disciplinary action:
No action

Most Recent Role:
2016-08-02 onwards

Licensee
Name:

Number:
000236523

ABN:
47 097 797 049

Controlled By:

Appointed By
Name:
Infocus Securities Australia Pty Ltd

Licence Number:
000236523

ABN:
47 097 797 049

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
gai College of Advanced Education
Bachelor of Business - Kuring
Kaplan Professional Education
Certificate IV in Finance and Mortgage Broking
Kaplan Professional Education
Certificate in Self Managed Super Funds
CPA Australia
Fellowship Membership of CPA Australia
Kaplan Professional Education
Graduate Diploma of Financial Planning

Memberships
CPA Australia (CPA)
SMSF Association