Keith Verner Financial Planner Report

Name:
Keith Edward Verner

Rep Number:
001001448

Status:
Current

First Advice:
1983

Disciplinary action:
No action

Most Recent Role:
2013-10-28 onwards

Licensee
Name:

Number:
000412226

ABN:
78 151 929 823

Controlled By:

Appointed By
Name:
Crystal Wealth Partners Ltd

Licence Number:
000412226

ABN:
78 151 929 823

May advise on following product areas:
Non-basic Deposit Products
FHSA Issued non ADI
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, excluding IDPS
MDA Services
Standard Margin Lending Facility
Miscellaneous Financial Investment Products - MDA Services
Retirement Savings Account Products
Securities
Superannuation

Qualifications
St George Technical College
Certificate of Commerce Accounting Procedures
Australian Institute of Company Secretaries
Diploma of Company Secretarial Law & Practice

Memberships
Financial Planning Association of Australia (FPA)
Institute of Public Accountants (IPA)
SMSF Association