Brett Mcpherson Financial Planner Report
Disciplinary action:
No action
Most Recent Role:
2016-07-05 onwards
Name:
Number:
000230686
ABN:
12 004 044 937
Controlled By:
Name:
National Australia Bank Limited
Licence Number:
000230686
ABN:
12 004 044 937
May advise on following product areas:
Non-basic Deposit Products
Non-Cash 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
The Flinders University of South Australia
Bachelor of Commerce
Kaplan Professional
Diploma of Financial Services (Financial Planning)
Kaplan Professional
Self Managed Superannuation Funds
Kaplan Professional
Teir 1 Margin Lending - Knowledge and Skills