Lea Schodel Financial Planner Report

Name:
Lea Kerry Schodel

Rep Number:
000462360

Status:
Current

First Advice:
2004

Disciplinary action:
No action

Most Recent Role:
2017-04-05 onwards

ABN:
43 503 202 901

Licensee
Name:

Number:
000246638

ABN:
14 076 093 680

Controlled By:

Appointed By
Name:
Wellthy Pty Ltd

Licence Number:
001253549

ABN:
91 610 447 311

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
360
Advanced Diploma in Financial Services (Financial Planning)
360
Certificate IV Financial Services & Financial Practical Management
Kaplan Professional
Diploma in Financial Planning
360
Gearing/Margin Lending and SMSF

Memberships
Association of Financial Advisers (AFA)
Association of Financial Advisers Inspire
Association of Independently Owned Financial Professionals (AIOFP)
Financial Planning Association of Australia (FPA)
Women in Finance