Patrick Iwanowitsch Financial Planner Report

Name:
Patrick Mark Iwanowitsch

Rep Number:
001001173

Status:
Current

First Advice:
2014

Disciplinary action:
No action

Most Recent Role:
2014-03-21 onwards

Licensee
Name:

Number:
000255027

ABN:
83 008 007 387

Controlled By:

Appointed By
Name:
Portfolio Planning Solutions Ltd

Licence Number:
000255027

ABN:
83 008 007 387

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
Kaplan
Advanced Diploma of Financial Planning
The University of Adelaide
Bachelor of Finance
Kaplan
Diploma of Financial Services (Financial Planning)

Memberships
Financial Planning Association of Australia (FPA)