Brett Mcpherson Financial Planner Report

Name:
Brett Mcpherson

Rep Number:
001000805

Status:
Current

First Advice:
2009

Disciplinary action:
No action

Most Recent Role:
2016-07-05 onwards

Licensee
Name:

Number:
000230686

ABN:
12 004 044 937

Controlled By:

Appointed 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

Qualifications
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