Pamela Lipert Financial Planner Report

Name:
Pamela Lipert

Rep Number:
001001731

Status:
Current

First Advice:
2002

Disciplinary action:
No action

Most Recent Role:
2015-11-30 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
Managed Investment Schemes, including IDPS
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan Professional
Advanced Self Managed Superannuation Funds
Financial Planning Association of Australia (FPA)
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
Certified Financial Planner (CFP�)
Deakin University, FPA
Diploma of Financial Planning
Kaplan Professional
Margin Lending and Geared Investments
The University of Adelaide
Master of Business Administration

Memberships
Financial Planning Association of Australia (FPA)
Stockbrokers Association of Australia