Morne Villiers Financial Planner Report

Name:
Morne De Villiers

Rep Number:
000440851

Status:
Current

First Advice:
2005

Disciplinary action:
No action

Most Recent Role:
2016-09-02 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
ThreeSixty
Advanced Diploma of Financial Services (Financial Planning)
University of Stellenbosch (South Africa)
Bachelor of Commerce
Financial Planning Association of Australia
Certified Financial Planner
Securities Institute
Graduate Diploma of Financial Planning

Memberships
Association of Superannuation Funds Australia (ASFA)
Australian Institute of Superannuation Trustees (AIST)
Financial Planning Association of Australia (FPA)