Joanna Potts Financial Planner Report

Name:
Joanna Potts

Rep Number:
001000787

Status:
Current

First Advice:
2012

Disciplinary action:
No action

Most Recent Role:
2015-11-23 onwards

Licensee
Name:

Number:
000243253

ABN:
88 090 684 521

Controlled By:

Appointed By
Name:
Findex Advice Services Pty Ltd

Licence Number:
000243253

ABN:
88 090 684 521

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
MDA Services
Retirement Savings Account Products
Securities
Superannuation

Qualifications
University of Wollongong
Bachelor of Commerce (Accounting and Finance)
Financial Planning Association of Australia (FPA)
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
Certified Financial Planner (CFP�)
Kaplan Professional
Graduate Diploma of Applied Finance (Financial Planning)
SMSF Association
SMSF Specialist Advisor

Memberships
Financial Planning Association of Australia (FPA)
SMSF Association