Rodney Wark Financial Planner Report

Name:
Rodney Wark

Rep Number:
001000947

Status:
Current

First Advice:
2001

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
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
University of New England
Bachelor of Financial Administration
Financial Planning Association of Australia (FPA)
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
Certified Financial Planner (CFP�)
CPA Australia
Certified Practising Accountant
Financial Planning Association of Australia (FPA)
Diploma of Financial Planning
Kaplan Professional
Margin Lending and Geared Investments

Memberships
CPA Australia (CPA)
Financial Planning Association of Australia (FPA)
SMSF Association